PIWA
Prevail Innovative Wealth Advisors’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.21M | Sell |
63,192
-31,435
| -33% | -$3.09M | 1.39% | 12 |
|
|
2025
Q1 | $8.66M | Buy |
94,627
+24,070
| +34% | +$2.2M | 2.31% | 4 |
|
|
2024
Q4 | $6.95M | Buy |
70,557
+29,338
| +71% | +$2.89M | 2.01% | 9 |
|
|
2024
Q3 | $4.23M | Buy |
41,219
+16,291
| +65% | +$1.67M | 1.29% | 20 |
|
|
2024
Q2 | $2.42M | Buy |
24,928
+2,106
| +9% | +$204K | 0.86% | 54 |
|
|
2024
Q1 | $2.51M | Buy |
22,822
+2,919
| +15% | +$321K | 0.93% | 30 |
|
|
2023
Q4 | $1.77M | Buy |
19,903
+484
| +2% | +$42.9K | 0.84% | 48 |
|
|
2023
Q3 | $1.56M | Buy |
+19,419
| New | +$1.56M | 0.81% | 52 |
|