Prevail Innovative Wealth Advisors, LLC Purchases in Q2 2025

Prevail Innovative Wealth Advisors, LLC

  • $446 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BNL
Broadstone Net Lease, Inc.

Real Estate
76.2K
+ 92.34%
$14.72 - $17.13 $1.12M - $1.3M
159K $2.55B
LXP
Lxp Industrial Trust

Real Estate
135K
New
$7.22 - $8.85 $975K - $1.19M
135K $1.11B
JMBS
Janus Detroit Str Tr Henderson

ETFs
24.7K
+ 63.75%
$43.89 - $45.45 $1.08M - $1.12M
63.5K $2.86B
ET
Energy Transfer LP

Energy
61K
+ 51.99%
$15.65 - $18.93 $954K - $1.15M
178K $3.23B
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
82.7K
+ 94.63%
$10.6 - $12.44 $876K - $1.03M
170K $2.11B
LMT
Lockheed Martin Corp

Industrials
2.26K
New
$430.82 - $486.45 $971K - $1.1M
2.26K $1.04B
JBBB
Janus Detroit Str Tr Henderson

ETFs
22.1K
+ 39.51%
$46.79 - $48.56 $1.03M - $1.07M
78K $3.76B
FLBL
Franklin Templeton ETF Tr Libe

ETFs
35.8K
+ 5.66%
$23.13 - $24.23 $829K - $868K
669K $16.2B
S
Sentinel One, Inc.

Technology
52.3K
New
$16.17 - $20.34 $846K - $1.06M
52.3K $956M
OKE
Oneok Inc

Energy
11.6K
New
$78.71 - $100.37 $913K - $1.16M
11.6K $947M
PANW
Palo Alto Networks Inc

Technology
4.15K
+ 183.15%
$152.44 - $204.64 $633K - $850K
6.42K $1.31B
JFR
Nuveen Floating Rate Income Fund

Financial Services
109K
+ 130.09%
$7.51 - $8.49 $815K - $921K
192K $1.63B
OKTA
Okta, Inc.

Technology
9.18K
New
$91.24 - $127.3 $838K - $1.17M
9.18K $918M
BAC
Bank Of America Corp

Financial Services
7.6K
+ 8.57%
$34.39 - $47.46 $261K - $361K
96.3K $4.56B
ZS
Zscaler, Inc.

Technology
2.71K
New
$174.67 - $315.32 $473K - $855K
2.71K $851M
CYBR
Cyber Ark Software Ltd.

Technology
2.06K
New
$305.98 - $406.88 $631K - $839K
2.06K $839M
CVS
Cvs Health Corp

Healthcare
12.1K
New
$60.04 - $70.18 $729K - $852K
12.1K $838M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.63K
New
$321.63 - $509.31 $524K - $830K
1.63K $830M
BSTZ
Black Rock Science & Technology Trust Ii

N/A
30.7K
+ 53.79%
$16.12 - $20.75 $494K - $636K
87.7K $1.82B
LNC
Lincoln National Corp

Financial Services
21.6K
New
$28.95 - $37.27 $624K - $804K
21.6K $746M
EVRG
Evergy, Inc.

Utilities
10.7K
New
$64.06 - $69.64 $688K - $748K
10.7K $741M
WFC
Wells Fargo & Company

Financial Services
3.95K
+ 7.79%
$60.98 - $80.12 $241K - $317K
54.7K $4.38B
USB
Us Bancorp \De\

Financial Services
16.3K
New
$36.4 - $45.76 $593K - $745K
16.3K $737M
TGT
Target Corp

Consumer Defensive
7.44K
New
$88.76 - $105.77 $660K - $787K
7.44K $734M
ES
Eversource Energy

Utilities
11.1K
New
$54.25 - $65.89 $601K - $730K
11.1K $705M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
16.4K
+ 48.76%
$45.07 - $52.57 $737K - $860K
49.9K $2.44B
EFC
Ellington Financial Inc.

Real Estate
56.6K
+ 35.69%
$11.53 - $13.28 $653K - $752K
215K $2.8B
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
79.1K
+ 47.58%
$8.4 - $8.8 $665K - $696K
245K $2.15B
RING
Ishares Inc Msci Global Gold M

ETFs
13.5K
New
$34.72 - $45.62 $468K - $615K
13.5K $591M
HQH
Tekla Healthcare Investors

Financial Services
41.1K
+ 65.94%
$14.14 - $16.32 $582K - $671K
104K $1.6B
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
25.4K
New
$17.11 - $21.71 $434K - $551K
25.4K $551M
GIS
General Mills Inc

Consumer Defensive
10.6K
New
$50.37 - $60.97 $535K - $648K
10.6K $551M
XLU
Utilities Sector Spdr

ETFs
6.57K
New
$73.09 - $82.77 $480K - $544K
6.57K $537M
AVEM
American Centy ETF Tr Avantis

ETFs
5.4K
+ 27.78%
$53.08 - $68.54 $287K - $370K
24.9K $1.7B
AVUS
American Centy ETF Tr Avantis

ETFs
3.51K
+ 17.47%
$81.38 - $100.82 $286K - $354K
23.6K $2.38B
XLB
Select Sector Spdr Fd Material

ETFs
5.94K
New
$74.27 - $88.92 $441K - $529K
5.94K $522M
JQC
Nuveen Credit Strategies Income Fund

Financial Services
92.8K
+ 35.45%
$4.83 - $5.39 $448K - $500K
355K $1.91B
NRZ
New Residential Investment Corp.

Real Estate
44.3K
+ 29.39%
N/A
195K $2.2B
GDV
Gabelli Dividend & Income Trust

Financial Services
14K
+ 24.58%
$21.11 - $26.01 $295K - $363K
70.7K $1.84B
AB
Alliancebernstein Holding L.P.

Financial Services
10.8K
+ 98.04%
$33.0 - $41.77 $356K - $451K
21.8K $891M
VNLA
Janus Henderson Short Duration

ETFs
9.03K
New
$48.74 - $49.2 $440K - $444K
9.03K $444M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
2.06K
+ 15.46%
$83.67 - $109.12 $173K - $225K
15.4K $1.68B
DFAS
Dimensional ETF Tr U S Small C

ETFs
4.3K
+ 17.61%
$52.31 - $63.72 $225K - $274K
28.7K $1.83B
VRIG
Invesco Actively Managed ETF F

ETFs
14K
+ 30.92%
$24.89 - $25.14 $348K - $352K
59.2K $1.48B
DFIV
Dimensional ETF Tr

ETFs
5.77K
+ 20.42%
$34.67 - $43.21 $200K - $249K
34K $1.46B
KEY
Keycorp

Financial Services
15.5K
+ 38.18%
$13.23 - $17.42 $206K - $271K
56.2K $980M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
18.9K
+ 14.29%
$14.97 - $16.79 $283K - $317K
151K $2.53B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
13.9K
New
$22.68 - $23.28 $315K - $324K
13.9K $323M
IEFA
Ishares Tr

ETFs
3.75K
New
$67.83 - $84.09 $254K - $315K
3.75K $313M
Activity Summary
Buys All Purchases 147 New Holdings 65 Increased Positions 82 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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