PIWA
Prevail Innovative Wealth Advisors’s Invesco Variable Rate Preferred ETF VRP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
47,308
+10,703
| +29% | +$262K | 0.26% | 119 |
|
|
2025
Q1 | $887K | Buy |
36,605
+10,832
| +42% | +$263K | 0.24% | 113 |
|
|
2024
Q4 | $623K | Buy |
25,773
+6,601
| +34% | +$160K | 0.18% | 112 |
|
|
2024
Q3 | $469K | Buy |
+19,172
| New | +$469K | 0.14% | 122 |
|
|
2024
Q1 | – | Sell |
-14,002
| Closed | -$323K | – | 192 |
|
|
2023
Q4 | $323K | Buy |
14,002
+229
| +2% | +$5.29K | 0.15% | 112 |
|
|
2023
Q3 | $308K | Buy |
+13,773
| New | +$308K | 0.16% | 106 |
|