PIWA
Prevail Innovative Wealth Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.4M | Buy |
103,910
+13,709
| +15% | +$977K | 1.66% | 8 |
|
|
2025
Q1 | $5.98M | Buy |
90,201
+29,566
| +49% | +$1.96M | 1.59% | 13 |
|
|
2024
Q4 | $4.06M | Buy |
60,635
+18,003
| +42% | +$1.21M | 1.18% | 23 |
|
|
2024
Q3 | $2.87M | Sell |
42,632
-2,828
| -6% | -$190K | 0.87% | 45 |
|
|
2024
Q2 | $2.89M | Buy |
45,460
+4,118
| +10% | +$262K | 1.02% | 31 |
|
|
2024
Q1 | $2.5M | Buy |
41,342
+7,987
| +24% | +$483K | 0.93% | 32 |
|
|
2023
Q4 | $1.8M | Buy |
33,355
+1,075
| +3% | +$58.1K | 0.86% | 46 |
|
|
2023
Q3 | $1.62M | Sell |
32,280
-25,509
| -44% | -$1.28M | 0.84% | 49 |
|
|
2023
Q2 | $2.92M | Buy |
+57,789
| New | +$2.92M | 1.6% | 20 |
|