Prevail Innovative Wealth Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History

Prevail Innovative Wealth Advisors’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$593K	Sell
2024 Q4	$3.59M	Buy
2024 Q2	–	Sell
2024 Q1	$637K	Sell
2023 Q4	$653K	Buy