PIWA
QVOY

Prevail Innovative Wealth Advisors’s Q3 All-Season Active Rotation ETF QVOY Stock Holding History

Prevail Innovative Wealth Advisors’s Portfolio QVOY Stock Details QVOY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8,189
Closed -$241K – 181
2024
Q1 		$241K Buy
+8,189
New +$228K 0.09% 148

Other funds holding QVOY

HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Prevail Innovative Wealth Advisors's QVOY Position: Q2 2024 in Review

Prevail Innovative Wealth Advisors sold out of Q3 All-Season Active Rotation ETF (QVOY) in Q2 2024, closing a stake of 8,189 shares — an estimated $241K sold.

Prevail Innovative Wealth Advisors first reported a position in QVOY in Q1 2024 and held it in 1 quarter. The position peaked at $241K in Q1 2024. 15 funds tracked by Wall St. Rank hold QVOY as of Q2 2024.

  • Prevail Innovative Wealth Advisors reported no remaining Q3 All-Season Active Rotation ETF position as of Q2 2024 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 8,189 Q3 All-Season Active Rotation ETF shares in Q2 2024, an estimated $241K.
  • Prevail Innovative Wealth Advisors first reported a position in Q3 All-Season Active Rotation ETF in Q1 2024 and held it in 1 quarter.
  • Prevail Innovative Wealth Advisors's Q3 All-Season Active Rotation ETF position peaked at $241K in Q1 2024.
  • 15 funds tracked by Wall St. Rank held Q3 All-Season Active Rotation ETF as of Q2 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.