Prevail Innovative Wealth Advisors, LLC Purchases in Q3 2024

Prevail Innovative Wealth Advisors, LLC

  • $328 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ADBE
Adobe Inc.

Technology
2.31K
New
$508.13 - $586.55 $1.17M - $1.35M
2.31K $1.2B
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
107K
New
$9.67 - $10.51 $1.03M - $1.12M
107K $1.12B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
20K
+ 53.96%
$50.52 - $50.95 $1.01M - $1.02M
57.2K $2.91B
KRP
Kimbell Royalty Partners, LP

Energy
59.6K
New
$15.11 - $17.05 $900K - $1.02M
59.6K $958M
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
79.6K
New
$9.76 - $11.79 $776K - $938K
79.6K $934M
GDV
Gabelli Dividend & Income Trust

Financial Services
38.1K
New
$22.05 - $24.45 $841K - $932K
38.1K $932M
RYLD
Global X Fds Russell 2000 Cove

ETFs
47.9K
+ 14.3%
$15.22 - $16.33 $729K - $782K
383K $6.18B
PK
Park Hotels & Resorts Inc.

Real Estate
53.2K
New
$13.63 - $15.7 $725K - $836K
53.2K $751M
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
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
RING
Ishares Inc Msci Global Gold M

ETFs
15.2K
New
$27.51 - $34.67 $418K - $527K
15.2K $502M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
19.6K
New
$22.96 - $24.67 $450K - $483K
19.6K $484M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.75K
+ 56.8%
$76.94 - $79.54 $442K - $457K
15.9K $1.26B
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
19.2K
New
$23.61 - $24.64 $453K - $472K
19.2K $469M
NCZ
Virtus Allianz Gi Convertible & Income Fund Ii

Financial Services
142K
+ 428.57%
$2.83 - $3.11 $402K - $442K
175K $546M
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
39.3K
New
$10.38 - $11.34 $407K - $445K
39.3K $445M
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
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.85K
New
$77.02 - $85.06 $373K - $412K
4.85K $410M
FLRN
Spdr Bloomberg Investment Grad

ETFs
13K
+ 17.75%
$30.55 - $30.85 $396K - $400K
86K $2.65B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
16.5K
New
$23.04 - $24.06 $380K - $397K
16.5K $397M
VRIG
Invesco Actively Managed ETF F

ETFs
15.5K
+ 190.4%
$25.05 - $25.21 $388K - $391K
23.7K $593M
CORP
Pimco Investment Grade Corp Bd

ETFs
3.65K
New
$94.36 - $100.01 $344K - $365K
3.65K $363M
SCHP
Schwab Strategic Us Tips ETF

ETFs
6.71K
New
$51.58 - $53.79 $346K - $361K
6.71K $360M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
7.02K
New
$50.25 - $50.74 $353K - $356K
7.02K $356M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
13.9K
New
$25.19 - $25.5 $351K - $356K
13.9K $355M
SRLN
Ssga Active Trust

ETFs
8.3K
+ 30.36%
$40.93 - $41.85 $340K - $347K
35.6K $1.49B
BNDX
Vanguard Total International B

ETFs
6.75K
New
$48.42 - $50.35 $327K - $340K
6.75K $339M
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
Sila Realty Trust Inc
11K
New
N/A
11K $278M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
13.3K
New
$20.47 - $20.71 $272K - $275K
13.3K $274M
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
Biohaven LTD
5.39K
New
N/A
5.39K $269M
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
ABBV
Abb Vie Inc.

Healthcare
1.23K
New
$163.84 - $199.33 $202K - $246K
1.23K $243M
JPM
Jpmorgan Chase & CO

Financial Services
1.15K
New
$194.9 - $224.8 $224K - $259K
1.15K $242M
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
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
18.9K
New
$8.89 - $12.86 $168K - $243K
18.9K $234M
SO
Southern CO

Utilities
2.41K
New
$77.0 - $90.52 $185K - $218K
2.41K $217M
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
Track This Portfolio

Track Prevail Innovative Wealth Advisors, LLC Portfolio

Follow Prevail Innovative Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Prevail Innovative Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prevail Innovative Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email