$193 Million is the total value of PREVAIL INNOVATIVE WEALTH ADVISORS, LLC's 120 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 107.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $10,471,444 | +2.2% | 195,509 | +5.6% | 5.43% | -3.2% |
| Buy | WISDOMTREE TRfloatng rat trea | $9,483,005 | +1803.4% | 188,454 | +1803.4% | 4.92% | +1702.6% | |
| ADX | Buy | ADAMS DIVERSIFIED EQUITY FD | $5,502,390 | +23.2% | 330,673 | +24.4% | 2.86% | +16.6% |
| RYLD | Buy | GLOBAL X FDSrussell 2000 | $4,162,239 | -3.4% | 243,976 | +2.5% | 2.16% | -8.5% |
| RC | Sell | READY CAPITAL CORP | $4,042,079 | -13.8% | 399,810 | -3.8% | 2.10% | -18.4% |
| SPIB | Sell | SPDR SER TRportfolio intrmd | $4,012,077 | -15.1% | 127,570 | -13.4% | 2.08% | -19.6% |
| OUT | Buy | OUTFRONT MEDIA INC | $3,948,373 | +273.7% | 390,928 | +481.7% | 2.05% | +253.9% |
| AMLP | Buy | ALPS ETF TRalerian mlp | $3,795,215 | +15.3% | 89,934 | +7.1% | 1.97% | +9.1% |
| BIL | New | SPDR SER TRbloomberg 1-3 mo | $3,781,974 | – | 41,189 | +100.0% | 1.96% | – |
| OWL | New | BLUE OWL CAPITAL INC | $3,622,514 | – | 279,515 | +100.0% | 1.88% | – |
| ARLP | Sell | ALLIANCE RESOURCE PARTNERS Lut ltd part | $3,543,609 | +19.9% | 157,284 | -1.6% | 1.84% | +13.6% |
| VLO | Buy | VALERO ENERGY CORP | $3,473,737 | +77.2% | 24,513 | +46.7% | 1.80% | +67.9% |
| DHT | New | DHT HOLDINGS INC | $3,408,157 | – | 330,889 | +100.0% | 1.77% | – |
| MPLX | New | MPLX LP | $3,367,198 | – | 94,664 | +100.0% | 1.75% | – |
| O | New | REALTY INCOME CORP | $3,322,209 | – | 66,524 | +100.0% | 1.72% | – |
| FLRN | New | SPDR SER TRbloomberg invt | $3,154,606 | – | 102,689 | +100.0% | 1.64% | – |
| KYN | Sell | KAYNE ANDERSON ENERGY INFRST | $2,948,571 | +2.1% | 350,603 | -1.2% | 1.53% | -3.3% |
| MO | New | ALTRIA GROUP INC | $2,909,734 | – | 69,197 | +100.0% | 1.51% | – |
| MSFT | Buy | MICROSOFT CORP | $2,862,764 | +392.6% | 9,067 | +431.2% | 1.49% | +365.8% |
| DOC | New | PHYSICIANS RLTY TR | $2,807,077 | – | 230,277 | +100.0% | 1.46% | – |
| PXD | Buy | PIONEER NAT RES CO | $2,708,690 | +56.3% | 11,800 | +41.1% | 1.41% | +48.0% |
| BSJP | New | INVESCO EXCH TRD SLF IDX FD | $2,652,123 | – | 117,977 | +100.0% | 1.38% | – |
| FANG | Buy | DIAMONDBACK ENERGY INC | $2,517,884 | +74.7% | 16,257 | +48.2% | 1.31% | +65.4% |
| BBDC | New | BARINGS BDC INC | $2,496,805 | – | 280,225 | +100.0% | 1.30% | – |
| FTGC | Buy | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $2,487,072 | +29.1% | 103,628 | +22.5% | 1.29% | +22.3% |
| GS | New | GOLDMAN SACHS GROUP INC | $2,462,044 | – | 7,609 | +100.0% | 1.28% | – |
| WES | Buy | WESTERN MIDSTREAM PARTNERS L | $2,418,977 | +19.8% | 88,835 | +16.7% | 1.26% | +13.5% |
| TNL | Buy | TRAVEL PLUS LEISURE CO | $2,417,275 | +13.2% | 65,812 | +24.4% | 1.25% | +7.2% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $2,385,827 | +69.1% | 4,732 | +61.2% | 1.24% | +60.2% |
| JPM | New | JPMORGAN CHASE & CO | $2,342,798 | – | 16,155 | +100.0% | 1.22% | – |
| ULTA | Buy | ULTA BEAUTY INC | $2,330,391 | +124.8% | 5,834 | +164.8% | 1.21% | +112.9% |
| ZTS | Buy | ZOETIS INCcl a | $2,327,504 | +59.4% | 13,378 | +57.8% | 1.21% | +51.0% |
| VICI | Buy | VICI PPTYS INC | $2,322,558 | +125.5% | 79,813 | +143.6% | 1.20% | +113.7% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $2,303,800 | +59.8% | 5,819 | +58.7% | 1.20% | +51.3% |
| PLD | Buy | PROLOGIS INC. | $2,241,170 | +46.4% | 19,973 | +60.0% | 1.16% | +38.6% |
| TSCO | Buy | TRACTOR SUPPLY CO | $2,208,778 | +118.0% | 10,878 | +137.4% | 1.15% | +106.5% |
| AAPL | Buy | APPLE INC | $2,088,762 | +87.6% | 12,200 | +112.6% | 1.08% | +77.7% |
| ORCC | Buy | BLUE OWL CAPITAL CORPORATION | $2,083,663 | +142.2% | 150,445 | +134.7% | 1.08% | +129.0% |
| Sell | BLACKSTONE SECD LENDING FD | $1,883,353 | -44.3% | 68,836 | -44.3% | 0.98% | -47.3% | |
| BKLN | New | INVESCO EXCH TRADED FD TR IIsr ln etf | $1,859,042 | – | 88,568 | +100.0% | 0.96% | – |
| PFLT | New | PENNANTPARK FLOATING RATE CA | $1,810,548 | – | 169,845 | +100.0% | 0.94% | – |
| NVDA | Buy | NVIDIA CORPORATION | $1,783,024 | +406.6% | 4,099 | +392.7% | 0.92% | +379.3% |
| APLE | New | APPLE HOSPITALITY REIT INC | $1,734,617 | – | 113,078 | +100.0% | 0.90% | – |
| V | New | VISA INC | $1,725,995 | – | 7,504 | +100.0% | 0.90% | – |
| ADC | New | AGREE RLTY CORP | $1,708,628 | – | 30,931 | +100.0% | 0.89% | – |
| AMZN | Buy | AMAZON COM INC | $1,706,840 | +271.8% | 13,427 | +281.2% | 0.89% | +251.6% |
| QQQM | Sell | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $1,662,195 | -35.4% | 11,276 | -33.4% | 0.86% | -38.8% |
| ORLY | OREILLY AUTOMOTIVE INC | $1,644,128 | -4.9% | 1,809 | 0.0% | 0.85% | -9.9% | |
| SPHQ | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $1,615,291 | -44.6% | 32,280 | -44.1% | 0.84% | -47.6% |
| HTBK | New | HERITAGE COMM CORP | $1,606,014 | – | 189,612 | +100.0% | 0.83% | – |
| FTNT | New | FORTINET INC | $1,600,790 | – | 27,280 | +100.0% | 0.83% | – |
| XMHQ | New | INVESCO EXCHANGE TRADED FD Ts&p mdcp quality | $1,564,006 | – | 19,419 | +100.0% | 0.81% | – |
| ETR | New | ENTERGY CORP NEW | $1,535,870 | – | 16,604 | +100.0% | 0.80% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $1,533,371 | – | 3,587 | +100.0% | 0.80% | – |
| PPL | New | PPL CORP | $1,505,932 | – | 63,919 | +100.0% | 0.78% | – |
| UAL | New | UNITED AIRLS HLDGS INC | $1,472,082 | – | 34,801 | +100.0% | 0.76% | – |
| BOOT | New | BOOT BARN HLDGS INC | $1,447,049 | – | 17,823 | +100.0% | 0.75% | – |
| AL | New | AIR LEASE CORPcl a | $1,398,700 | – | 35,491 | +100.0% | 0.73% | – |
| PYPL | New | PAYPAL HLDGS INC | $1,382,637 | – | 23,651 | +100.0% | 0.72% | – |
| MRK | New | MERCK & CO INC | $1,355,337 | – | 13,165 | +100.0% | 0.70% | – |
| IEP | Sell | ICAHN ENTERPRISES LPdepositary unit | $1,353,704 | -69.0% | 68,438 | -54.5% | 0.70% | -70.7% |
| TRIN | Buy | TRINITY CAP INC | $1,280,682 | +775.6% | 92,003 | +734.0% | 0.66% | +731.2% |
| ET | New | ENERGY TRANSFER L P | $1,109,661 | – | 79,092 | +100.0% | 0.58% | – |
| New | PSQ HOLDINGS INCcl a | $1,051,555 | – | 115,810 | +100.0% | 0.55% | – | |
| PDO | New | PIMCO DYNAMIC INCOME OPRNTS | $964,739 | – | 81,207 | +100.0% | 0.50% | – |
| STAG | New | STAG INDL INC | $879,556 | – | 25,487 | +100.0% | 0.46% | – |
| AGNC | New | AGNC INVT CORP | $873,030 | – | 92,482 | +100.0% | 0.45% | – |
| NMFC | New | NEW MTN FIN CORP | $861,939 | – | 66,559 | +100.0% | 0.45% | – |
| PM | New | PHILIP MORRIS INTL INC | $754,064 | – | 8,145 | +100.0% | 0.39% | – |
| SYY | New | SYSCO CORP | $717,633 | – | 10,865 | +100.0% | 0.37% | – |
| QGRO | New | AMERICAN CENTY ETF TRus quality grow | $687,243 | – | 10,198 | +100.0% | 0.36% | – |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $686,375 | -30.6% | 4,187 | -26.4% | 0.36% | -34.3% |
| MBUU | New | MALIBU BOATS INC | $686,868 | – | 14,012 | +100.0% | 0.36% | – |
| IYT | New | ISHARES TRus trsprtion | $658,998 | – | 2,819 | +100.0% | 0.34% | – |
| SOXX | New | ISHARES TRishares semicdtr | $646,059 | – | 1,364 | +100.0% | 0.34% | – |
| KEY | New | KEYCORP | $620,325 | – | 57,651 | +100.0% | 0.32% | – |
| CWEN | Sell | CLEARWAY ENERGY INCcl c | $612,836 | -56.4% | 28,962 | -41.2% | 0.32% | -58.8% |
| New | DIMENSIONAL ETF TRUSTinternatnal val | $575,286 | – | 17,636 | +100.0% | 0.30% | – | |
| DFAS | New | DIMENSIONAL ETF TRUSTus small cap etf | $553,245 | – | 10,540 | +100.0% | 0.29% | – |
| DFAT | New | DIMENSIONAL ETF TRUSTus targeted vlu | $548,417 | – | 12,003 | +100.0% | 0.28% | – |
| PAYCOR HCM INC | $508,241 | -3.5% | 22,262 | 0.0% | 0.26% | -8.7% | ||
| IGD | Buy | VOYA GLBL EQTY DIV & PREM OP | $508,150 | +57.1% | 103,704 | +64.8% | 0.26% | +49.2% |
| Buy | PIMCO ACCESS INCOME FUND | $496,349 | +60.0% | 35,760 | +70.0% | 0.26% | +51.8% | |
| Buy | COHEN & STEERS REAL ESTATE O | $491,528 | +69.1% | 37,665 | +78.6% | 0.26% | +60.4% | |
| PULS | New | PGIM ETF TRpgim ultra sh bd | $490,050 | – | 9,902 | +100.0% | 0.25% | – |
| DIV | Buy | GLOBAL X FDSglobx supdv us | $481,769 | +66.8% | 29,748 | +72.0% | 0.25% | +58.2% |
| ETW | Buy | EATON VANCE TAX-MANAGED GLOB | $475,689 | +62.6% | 62,263 | +75.0% | 0.25% | +54.4% |
| HQH | Buy | TEKLA HEALTHCARE INVSsh ben int | $473,980 | +71.2% | 30,481 | +87.7% | 0.25% | +61.8% |
| BTI | New | BRITISH AMERN TOB PLCsponsored adr | $470,993 | – | 14,995 | +100.0% | 0.24% | – |
| HFRO | Buy | HIGHLAND OPPORTUNITIES | $467,832 | +94.4% | 58,188 | +118.4% | 0.24% | +84.1% |
| ARCC | Sell | ARES CAPITAL CORP | $460,835 | -85.0% | 23,669 | -85.5% | 0.24% | -85.8% |
| SRLN | New | SSGA ACTIVE ETF TRblackstone senr | $446,513 | – | 10,649 | +100.0% | 0.23% | – |
| EELV | New | INVESCO EXCH TRADED FD TR IIs&p emrng mkts | $434,880 | – | 19,328 | +100.0% | 0.23% | – |
| IIPR | New | INNOVATIVE INDL PPTYS INC | $432,927 | – | 5,722 | +100.0% | 0.22% | – |
| GGN | Buy | GAMCO GLOBAL GOLD NAT RES & | $431,104 | +120.9% | 117,788 | +125.7% | 0.22% | +109.3% |
| UTF | New | COHEN & STEERS INFRASTRUCTUR | $431,347 | – | 22,030 | +100.0% | 0.22% | – |
| MINT | New | PIMCO ETF TRenhan shrt ma ac | $388,543 | – | 3,880 | +100.0% | 0.20% | – |
| AB | New | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $386,113 | – | 12,722 | +100.0% | 0.20% | – |
| BSCP | New | INVESCO EXCH TRD SLF IDX FD | $355,565 | – | 17,681 | +100.0% | 0.18% | – |
| FBND | New | FIDELITY MERRIMACK STR TRtotal bd etf | $331,187 | – | 7,603 | +100.0% | 0.17% | – |
| FPF | New | FIRST TR INTER DURATN PFD & | $326,385 | – | 21,905 | +100.0% | 0.17% | – |
| New | GREYSTONE HOUSING IMPACT INVben unit ctf | $323,477 | – | 20,937 | +100.0% | 0.17% | – | |
| ING | New | ING GROEP N.V.sponsored adr | $314,330 | – | 23,849 | +100.0% | 0.16% | – |
| New | J P MORGAN EXCHANGE TRADED Finflation manage | $312,378 | – | 6,911 | +100.0% | 0.16% | – | |
| UTG | New | REAVES UTIL INCOME FD | $310,097 | – | 12,580 | +100.0% | 0.16% | – |
| VRP | New | INVESCO EXCH TRADED FD TR IIvar rate pfd | $308,102 | – | 13,773 | +100.0% | 0.16% | – |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $305,021 | +4.6% | 1,436 | +8.5% | 0.16% | -1.2% |
| CEQP | CRESTWOOD EQUITY PARTNERS LPunit ltd partner | $292,529 | +10.5% | 10,001 | 0.0% | 0.15% | +4.8% | |
| QYLD | Sell | GLOBAL X FDSnasdaq 100 cover | $285,308 | -96.4% | 17,013 | -96.2% | 0.15% | -96.6% |
| TSLA | Sell | TESLA INC | $279,996 | -10.4% | 1,119 | -6.3% | 0.14% | -15.2% |
| GSY | New | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $272,654 | – | 5,486 | +100.0% | 0.14% | – |
| PFXF | New | VANECK ETF TRUSTpreferred securt | $272,019 | – | 16,182 | +100.0% | 0.14% | – |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $242,758 | +2.7% | 693 | 0.0% | 0.13% | -3.1% | |
| RVT | New | ROYCE VALUE TR INC | $213,706 | – | 16,605 | +100.0% | 0.11% | – |
| XOM | Sell | EXXON MOBIL CORP | $203,413 | -1.9% | 1,730 | -10.5% | 0.11% | -7.0% |
| TGTX | TG THERAPEUTICS INC | $179,740 | -66.3% | 21,500 | 0.0% | 0.09% | -68.3% | |
| NCZ | VIRTUS CONVERTIBLE & INC FD | $91,593 | -11.3% | 33,186 | 0.0% | 0.05% | -15.8% | |
| CIM | CHIMERA INVT CORP | $64,384 | -5.4% | 11,792 | 0.0% | 0.03% | -10.8% | |
| ARR | ARMOUR RESIDENTIAL REIT INC | $57,324 | -20.3% | 13,488 | 0.0% | 0.03% | -23.1% | |
| New | PROSPECT CAP CORPnote 6.375% 3/0 | $18,856 | – | 19,000 | +100.0% | 0.01% | – | |
| CHMI | Exit | CHERRY HILL MTG INVT CORP | $0 | – | -38,925 | -100.0% | -0.10% | – |
| STWD | Exit | STARWOOD PPTY TR INC | $0 | – | -10,342 | -100.0% | -0.11% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -5,406 | -100.0% | -0.11% | – |
| TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -389 | -100.0% | -0.11% | – |
| FISV | Exit | FISERV INC | $0 | – | -1,600 | -100.0% | -0.11% | – |
| SGOV | Exit | ISHARES TR0-3 mnth treasry | $0 | – | -2,195 | -100.0% | -0.12% | – |
| QAI | Exit | INDEXIQ ETF TRhedge mlti etf | $0 | – | -7,634 | -100.0% | -0.12% | – |
| DX | Exit | DYNEX CAP INC | $0 | – | -18,476 | -100.0% | -0.13% | – |
| AIO | Exit | VIRTUS ARTIFICIAL INTELLIGEN | $0 | – | -12,585 | -100.0% | -0.13% | – |
| HYT | Exit | BLACKROCK CORPOR HI YLD FD I | $0 | – | -31,354 | -100.0% | -0.15% | – |
| FCT | Exit | FIRST TR SR FLTG RATE INCOME | $0 | – | -28,630 | -100.0% | -0.16% | – |
| BGY | Exit | BLACKROCK ENHANCED INTL DIV | $0 | – | -52,811 | -100.0% | -0.16% | – |
| NIE | Exit | VIRTUS EQUITY & CONV INCM FD | $0 | – | -14,445 | -100.0% | -0.17% | – |
| BSM | Exit | BLACK STONE MINERALS L P | $0 | – | -20,386 | -100.0% | -0.18% | – |
| ACIO | Exit | ETF SER SOLUTIONSaptus collrd inv | $0 | – | -11,811 | -100.0% | -0.20% | – |
| HTGC | Exit | HERCULES CAPITAL INC | $0 | – | -26,877 | -100.0% | -0.22% | – |
| RLY | Exit | SSGA ACTIVE ETF TRmult ass rlrtn | $0 | – | -25,547 | -100.0% | -0.37% | – |
| XOP | Exit | SPDR SER TRs&p oilgas exp | $0 | – | -6,759 | -100.0% | -0.48% | – |
| XME | Exit | SPDR SER TRs&p metals mng | $0 | – | -17,533 | -100.0% | -0.49% | – |
| XLRE | Exit | SELECT SECTOR SPDR TRrl est sel sec | $0 | – | -25,239 | -100.0% | -0.52% | – |
| NBXG | Exit | NEUBERGER BERMAN NEXT GENERA | $0 | – | -91,167 | -100.0% | -0.54% | – |
| PREF | Exit | PRINCIPAL EXCHANGE TRADED FDspectrum pfd | $0 | – | -59,365 | -100.0% | -0.55% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -24,988 | -100.0% | -0.56% | – |
| Exit | LITMAN GREGORY FDS TRimgp dbi managed | $0 | – | -37,970 | -100.0% | -0.58% | – | |
| YY | Exit | JOYY INC | $0 | – | -34,955 | -100.0% | -0.59% | – |
| KRP | Exit | KIMBELL RTY PARTNERS LPunit | $0 | – | -73,538 | -100.0% | -0.59% | – |
| ALGM | Exit | ALLEGRO MICROSYSTEMS INC | $0 | – | -24,195 | -100.0% | -0.60% | – |
| LNC | Exit | LINCOLN NATL CORP IND | $0 | – | -42,439 | -100.0% | -0.60% | – |
| NEP | Exit | NEXTERA ENERGY PARTNERS LP | $0 | – | -18,730 | -100.0% | -0.60% | – |
| VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -24,248 | -100.0% | -0.72% | – |
| PCTY | Exit | PAYLOCITY HLDG CORP | $0 | – | -7,976 | -100.0% | -0.81% | – |
| OSCV | Exit | ETF SER SOLUTIONSopus sml cp vl | $0 | – | -50,427 | -100.0% | -0.88% | – |
| PANW | Exit | PALO ALTO NETWORKS INC | $0 | – | -6,529 | -100.0% | -0.91% | – |
| MLPX | Exit | GLOBAL X FDSglb x mlp enrg i | $0 | – | -41,378 | -100.0% | -0.94% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -4,443 | -100.0% | -0.99% | – |
| WSC | Exit | WILLSCOT MOBIL MINI HLDNG CO | $0 | – | -39,679 | -100.0% | -1.04% | – |
| RSP | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $0 | – | -13,090 | -100.0% | -1.07% | – |
| WH | Exit | WYNDHAM HOTELS & RESORTS INC | $0 | – | -28,687 | -100.0% | -1.08% | – |
| DIVO | Exit | AMPLIFY ETF TRcwp enhanced div | $0 | – | -56,144 | -100.0% | -1.11% | – |
| IBKR | Exit | INTERACTIVE BROKERS GROUP IN | $0 | – | -26,506 | -100.0% | -1.21% | – |
| SCHW | Exit | SCHWAB CHARLES CORP | $0 | – | -40,144 | -100.0% | -1.25% | – |
| SHY | Exit | ISHARES TR1 3 yr treas bd | $0 | – | -28,242 | -100.0% | -1.26% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -24,563 | -100.0% | -1.34% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -13,260 | -100.0% | -1.60% | – |
| BMEZ | Exit | BLACKROCK HEALTH SCIENCES TE | $0 | – | -187,571 | -100.0% | -1.69% | – |
| BIGZ | Exit | BLACKROCK INNOVATION AND GRW | $0 | – | -454,404 | -100.0% | -1.96% | – |
| SJT | Exit | SAN JUAN BASIN RTY TRunit ben int | $0 | – | -506,608 | -100.0% | -2.06% | – |
| IGIB | Exit | ISHARES TR | $0 | – | -94,133 | -100.0% | -2.61% | – |
| XYLD | Exit | GLOBAL X FDSs&p 500 covered | $0 | – | -120,668 | -100.0% | -2.72% | – |
| BSTZ | Exit | BLACKROCK SCIENCE & TECHNOLO | $0 | – | -277,562 | -100.0% | -2.76% | – |
| TFLO | Exit | ISHARES TRtrs flt rt bd | $0 | – | -287,824 | -100.0% | -7.99% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
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.