Prevail Innovative Wealth Advisors, LLC Incresed Positions in Q3 2024

Prevail Innovative Wealth Advisors, LLC

  • $328 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
94.2K
+ 79.0%
$79.29 - $84.02 $7.47M - $7.91M
213K $17.9B
FLBL
Franklin Templeton ETF Tr Libe

ETFs
163K
+ 67.92%
$24.05 - $24.42 $3.93M - $3.99M
404K $9.81B
NVDA
Nvidia Corp

Technology
30.5K
+ 796.37%
$98.91 - $134.91 $3.02M - $4.12M
34.4K $4.17B
MSFT
Microsoft Corp

Technology
6.85K
+ 315.53%
$395.15 - $467.56 $2.71M - $3.2M
9.02K $3.88B
AVSC
American Centy ETF Tr Avantis
42.2K
+ 39.9%
$49.07 - $56.13 $2.07M - $2.37M
148K $7.99B
AMZN
Amazon Com Inc

Consumer Cyclical
14.4K
+ 80.91%
$161.02 - $200.0 $2.32M - $2.88M
32.2K $6B
SCHR
Schwab Intermediate Term Us Tr

ETFs
42.3K
+ 86.3%
$48.4 - $50.91 $2.05M - $2.15M
91.3K $4.62B
CCL
Carnival Corp

Consumer Cyclical
111K
+ 64.11%
$14.01 - $19.18 $1.56M - $2.14M
285K $5.27B
CELH
Celsius Holdings, Inc.

Consumer Defensive
102K
+ 196.91%
$31.02 - $58.9 $3.17M - $6.02M
154K $4.83B
JMBS
Janus Detroit Str Tr Henderson

ETFs
36K
+ 45.98%
$44.13 - $47.01 $1.59M - $1.69M
114K $5.33B
ORCC
Owl Rock Capital Corp

Financial Services
117K
+ 671.88%
N/A
135K $1.96B
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
74.7K
+ 33.98%
$19.94 - $22.45 $1.49M - $1.68M
295K $6.35B
BSM
Black Stone Minerals, L.P.

Energy
91.6K
+ 45.5%
$14.05 - $15.85 $1.29M - $1.45M
293K $4.42B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
906
+ 51.01%
$1015.62 - $1159.62 $920K - $1.05M
2.68K $3.09B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
20K
+ 53.96%
$50.52 - $50.95 $1.01M - $1.02M
57.2K $2.91B
RYLD
Global X Fds Russell 2000 Cove

ETFs
47.9K
+ 14.3%
$15.22 - $16.33 $729K - $782K
383K $6.18B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
16.1K
+ 99.16%
$44.66 - $49.15 $719K - $791K
32.3K $1.52B
MA
Mastercard Inc

Financial Services
621
+ 9.91%
$429.6 - $500.99 $267K - $311K
6.89K $3.4B
CMCSA
Comcast Corp

Communication Services
10.1K
+ 15.59%
$37.33 - $41.78 $376K - $421K
74.7K $3.12B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
11.5K
+ 10.92%
$49.7 - $56.11 $572K - $646K
117K $6.42B
MNST
Monster Beverage Corp

Consumer Defensive
8.31K
+ 15.85%
$45.01 - $52.47 $374K - $436K
60.7K $3.17B
IYT
Ishares Tr U.S. Transportation

ETFs
5.23K
+ 12.15%
$61.35 - $68.92 $321K - $361K
48.3K $3.33B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.75K
+ 56.8%
$76.94 - $79.54 $442K - $457K
15.9K $1.26B
NCZ
Virtus Allianz Gi Convertible & Income Fund Ii

Financial Services
142K
+ 428.57%
$2.83 - $3.11 $402K - $442K
175K $546M
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
28.5K
+ 82.25%
$12.31 - $12.31 $351K - $351K
63.1K $863M
BCAT
Black Rock Capital Allocation Trust

ETFs
26.1K
+ 29.45%
$15.81 - $17.0 $412K - $443K
115K $1.88B
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
42.9K
+ 30.12%
$7.74 - $8.68 $332K - $373K
185K $1.61B
FLRN
Spdr Bloomberg Investment Grad

ETFs
13K
+ 17.75%
$30.55 - $30.85 $396K - $400K
86K $2.65B
VRIG
Invesco Actively Managed ETF F

ETFs
15.5K
+ 190.4%
$25.05 - $25.21 $388K - $391K
23.7K $593M
SRLN
Ssga Active Trust

ETFs
8.3K
+ 30.36%
$40.93 - $41.85 $340K - $347K
35.6K $1.49B
Saba Capital Income & Opport
26.8K
+ 27.2%
N/A
125K $1.07B
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
24.8K
+ 26.4%
$8.03 - $9.1 $199K - $226K
119K $1.08B
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
17.4K
+ 31.44%
$12.62 - $13.7 $220K - $239K
72.8K $998M
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
57.8K
+ 28.64%
$3.8 - $4.05 $220K - $234K
260K $1.05B
DX
Dynex Capital Inc

Real Estate
17.9K
+ 29.14%
$11.71 - $12.96 $210K - $232K
79.5K $1.01B
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
28.3K
+ 30.26%
$7.86 - $8.77 $223K - $248K
122K $1.06B
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
26.2K
+ 31.54%
$8.42 - $8.84 $221K - $232K
109K $965M
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
19.8K
+ 32.56%
$11.25 - $13.4 $223K - $265K
80.6K $1.03B
TEI
Templeton Emerging Markets Income Fund

Financial Services
35.8K
+ 53.65%
$5.32 - $5.92 $190K - $212K
103K $598M
FSK
Fs Kkr Capital Corp

Financial Services
12.1K
+ 31.37%
$18.74 - $20.43 $226K - $247K
50.6K $999M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
16.4K
+ 35.16%
$9.89 - $11.43 $162K - $187K
63K $693M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
3.48K
+ 8.21%
$23.54 - $26.35 $81.9K - $91.6K
45.9K $1.2B
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
13K
+ 34.46%
$12.65 - $13.91 $165K - $181K
50.8K $701M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
6.65K
+ 5.01%
$22.94 - $23.16 $152K - $154K
139K $3.22B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.22K
+ 10.27%
$96.25 - $101.98 $118K - $125K
13.1K $1.33B
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
5.28K
+ 3.37%
$16.42 - $18.12 $86.7K - $95.7K
162K $2.92B
PULS
Pgim ETF Tr

ETFs
2.09K
+ 11.43%
$49.47 - $49.8 $103K - $104K
20.3K $1.01B
DFIV
Dimensional ETF Tr

ETFs
2K
+ 17.65%
$34.66 - $38.38 $69.4K - $76.8K
13.3K $508M
DFAS
Dimensional ETF Tr U S Small C

ETFs
495
+ 3.51%
$59.25 - $65.33 $29.3K - $32.3K
14.6K $947M
Activity Summary
Buys All Purchases 124 New Holdings 61 Increased Positions 63 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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