| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | 2 | Q3 2023 | 5.6% |
| ADAMS DIVERSIFIED EQUITY FD | 2 | Q3 2023 | 2.9% |
| WISDOMTREE TR | 2 | Q3 2023 | 4.9% |
| SPDR SER TR | 2 | Q3 2023 | 2.6% |
| READY CAPITAL CORP | 2 | Q3 2023 | 2.6% |
| GLOBAL X FDS | 2 | Q3 2023 | 4.4% |
| GLOBAL X FDS | 2 | Q3 2023 | 2.4% |
| ALPS ETF TR | 2 | Q3 2023 | 2.0% |
| ALLIANCE RESOURCE PARTNERS L | 2 | Q3 2023 | 1.8% |
| KAYNE ANDERSON ENERGY INFRST | 2 | Q3 2023 | 1.6% |
View PREVAIL INNOVATIVE WEALTH ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-15 |
View PREVAIL INNOVATIVE WEALTH ADVISORS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.