PIWA
Prevail Innovative Wealth Advisors’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.69M | Buy |
120,406
+4,414
| +4% | +$172K | 1.05% | 26 |
|
|
2025
Q1 | $4.58M | Buy |
115,992
+6,407
| +6% | +$253K | 1.22% | 25 |
|
|
2024
Q4 | $4.59M | Buy |
+109,585
| New | +$4.59M | 1.33% | 19 |
|
|
2023
Q3 | – | Sell |
-120,668
| Closed | -$4.95M | – | 168 |
|
|
2023
Q2 | $4.95M | Buy |
+120,668
| New | +$4.95M | 2.72% | 5 |
|