Prevail Innovative Wealth Advisors, LLC Incresed Positions in Q3 2025

Prevail Innovative Wealth Advisors, LLC

  • $515 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
REM
Ishares Tr Mtg Real Estate ETF

ETFs
24.1K
+ 21.57%
$21.64 - $23.57 $523K - $569K
136K $2.99B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
11.7K
+ 57.92%
$50.47 - $50.74 $592K - $595K
32K $1.62B
FLTR
Vaneck ETF Tr Investment Grade

ETFs
22.2K
+ 55.32%
$25.39 - $25.57 $565K - $569K
62.5K $1.6B
HQH
Tekla Healthcare Investors

Financial Services
13.6K
+ 13.13%
$15.58 - $18.46 $212K - $251K
117K $2.16B
OKE
Oneok Inc

Energy
8.88K
+ 76.61%
$71.36 - $83.47 $634K - $742K
20.5K $1.49B
FLRN
Spdr Bloomberg Investment Grad

ETFs
17.6K
+ 51.4%
$30.71 - $30.86 $539K - $542K
51.7K $1.6B
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
29.3K
+ 25.66%
$13.62 - $14.27 $399K - $418K
144K $2.05B
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
26.9K
+ 15.84%
$12.46 - $13.22 $335K - $356K
197K $2.56B
JEPI
J P Morgan Exchange Traded Fd

ETFs
7.42K
+ 6.56%
$55.61 - $57.37 $413K - $426K
121K $6.89B
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
29.6K
+ 22.72%
$12.22 - $12.91 $362K - $383K
160K $2.07B
JNJ
Johnson & Johnson

Healthcare
1.59K
+ 36.2%
$155.17 - $185.42 $247K - $295K
5.98K $1.11B
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
33.9K
+ 17.89%
$8.8 - $9.5 $298K - $322K
223K $2.11B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
2.86K
+ 2.75%
$70.77 - $73.59 $202K - $210K
107K $7.82B
Blackrock ETF Trust Ii
8.04K
+ 20.33%
N/A
47.6K $2.47B
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
34.9K
+ 24.28%
$10.85 - $11.41 $378K - $398K
179K $2B
HTGC
Hercules Capital, Inc.

Financial Services
19K
+ 21.55%
$18.34 - $19.53 $348K - $371K
107K $2.03B
GIS
General Mills Inc

Consumer Defensive
8.46K
+ 79.62%
$48.44 - $53.83 $410K - $456K
19.1K $963M
GOOGL
Alphabet Inc.

Communication Services
349
+ 7.38%
$174.36 - $254.72 $60.9K - $88.9K
5.08K $1.24B
Pgim ETF Tr
7.63K
+ 24.33%
N/A
39K $2.01B
JBBB
Janus Detroit Str Tr Henderson

ETFs
8.26K
+ 10.59%
$48.04 - $48.61 $397K - $401K
86.2K $4.15B
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
15.1K
+ 22.62%
$23.6 - $24.47 $357K - $370K
82.1K $2.01B
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
20.6K
+ 15.58%
N/A
153K $2.18B
Virtus Convertible & Inc Fd
21.5K
+ 21.62%
N/A
121K $1.66B
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
27.3K
+ 22.52%
$13.1 - $13.58 $358K - $371K
149K $1.99B
JQC
Nuveen Credit Strategies Income Fund

Financial Services
75.7K
+ 21.35%
$5.21 - $5.57 $395K - $422K
430K $2.27B
WDI
Western Asset Diversified Income Fund

ETFs
24K
+ 21.86%
$14.7 - $15.25 $353K - $366K
134K $1.97B
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
34.6K
+ 21.23%
$10.03 - $10.4 $347K - $360K
198K $2.01B
JFR
Nuveen Floating Rate Income Fund

Financial Services
46.8K
+ 24.4%
$8.07 - $8.58 $378K - $402K
239K $1.95B
BNDX
Vanguard Total International B

ETFs
6.6K
+ 57.68%
$49.0 - $49.51 $323K - $327K
18K $892M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.85K
+ 53.62%
$78.96 - $80.04 $304K - $308K
11K $881M
VNLA
Janus Henderson Short Duration

ETFs
5.99K
+ 66.32%
$48.99 - $49.29 $293K - $295K
15K $741M
CSWC
Capital Southwest Corp

Financial Services
11.9K
+ 21.03%
$21.86 - $23.33 $259K - $277K
68.3K $1.49B
Morgan Stanley ETF Trust
4.02K
+ 7.2%
N/A
59.8K $3.07B
AMZN
Amazon Com Inc

Consumer Cyclical
952
+ 3.9%
$211.65 - $238.24 $201K - $227K
25.3K $5.57B
VTI
Vanguard Total Stock Market Et

ETFs
552
+ 72.25%
$303.93 - $329.86 $168K - $182K
1.32K $432M
AB
Alliancebernstein Holding L.P.

Financial Services
6.56K
+ 30.08%
$37.76 - $42.88 $248K - $281K
28.4K $1.08B
EFC
Ellington Financial Inc.

Real Estate
14.6K
+ 6.77%
$12.66 - $14.02 $185K - $204K
230K $2.98B
TSLA
Tesla, Inc.

Consumer Cyclical
60
+ 7.07%
$293.94 - $444.72 $17.6K - $26.7K
909 $404M
HON
Honeywell International Inc

Industrials
880
+ 34.77%
$207.7 - $240.4 $183K - $212K
3.41K $718M
ORCL
Oracle Corp

Technology
175
+ 16.16%
$218.96 - $328.33 $38.3K - $57.5K
1.26K $354M
SPGI
S&P Global Inc.

Financial Services
845
+ 11.65%
$484.94 - $564.15 $410K - $477K
8.1K $3.94B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.34K
+ 3.07%
$23.82 - $25.84 $31.9K - $34.6K
45K $1.16B
GS
Goldman Sachs Group Inc

Financial Services
62
+ 10.26%
$696.56 - $806.32 $43.2K - $50K
666 $530M
RAAX
Vaneck ETF Trust Inflation All

ETFs
373
+ 1.45%
$31.5 - $34.46 $11.7K - $12.9K
26.2K $902M
WMT
Walmart Inc.

Consumer Defensive
650
+ 17.64%
$94.4 - $104.27 $61.4K - $67.8K
4.33K $447M
HD
Home Depot, Inc.

Consumer Cyclical
90
+ 11.78%
$357.4 - $423.42 $32.2K - $38.1K
854 $346M
IEFA
Ishares Tr

ETFs
506
+ 13.49%
$81.7 - $87.53 $41.3K - $44.3K
4.26K $372M
BMY
Bristol Myers Squibb CO

Healthcare
2.07K
+ 6.55%
$43.31 - $48.98 $89.8K - $102K
33.7K $1.52B
WAB
Westinghouse Air Brake Technologies Corp

Industrials
909
+ 5.84%
$185.65 - $214.38 $169K - $195K
16.5K $3.3B
Activity Summary
Buys All Purchases 156 New Holdings 51 Increased Positions 105 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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