PIWA
Prevail Innovative Wealth Advisors’s Invesco NASDAQ 100 ETF QQQM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.43M | Buy |
32,723
+4,273
| +15% | +$970K | 1.67% | 7 |
|
|
2025
Q1 | $5.49M | Buy |
28,450
+9,023
| +46% | +$1.74M | 1.46% | 18 |
|
|
2024
Q4 | $4.09M | Buy |
19,427
+5,805
| +43% | +$1.22M | 1.18% | 22 |
|
|
2024
Q3 | $2.74M | Sell |
13,622
-1,300
| -9% | -$261K | 0.83% | 51 |
|
|
2024
Q2 | $2.94M | Buy |
14,922
+1,259
| +9% | +$248K | 1.04% | 30 |
|
|
2024
Q1 | $2.5M | Buy |
13,663
+2,368
| +21% | +$433K | 0.93% | 33 |
|
|
2023
Q4 | $1.9M | Buy |
11,295
+19
| +0.2% | +$3.2K | 0.91% | 43 |
|
|
2023
Q3 | $1.66M | Sell |
11,276
-5,662
| -33% | -$835K | 0.86% | 47 |
|
|
2023
Q2 | $2.57M | Buy |
+16,938
| New | +$2.57M | 1.41% | 22 |
|