Prevail Innovative Wealth Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$537K Buy
+6,573
New +$537K 0.12% 166
2025
Q1
Sell
-6,479
Closed -$490K 198
2024
Q4
$490K Buy
+6,479
New +$490K 0.14% 127