Prevail Innovative Wealth Advisors, LLC Purchases in Q3 2025

Prevail Innovative Wealth Advisors, LLC

  • $515 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ES
Eversource Energy

Utilities
12.2K
+ 110.26%
$62.86 - $71.14 $768K - $869K
23.3K $1.66B
CVS
Cvs Health Corp

Healthcare
11.5K
+ 94.39%
$58.75 - $76.5 $674K - $877K
23.6K $1.78B
JPIE
J P Morgan Exchange Traded Fd
20.1K
+ 67.7%
$46.01 - $46.55 $924K - $935K
49.7K $2.31B
EVRG
Evergy, Inc.

Utilities
10.9K
+ 101.87%
$67.73 - $76.02 $741K - $832K
21.7K $1.65B
SDSI
American Centy ETF Tr Short Du
17.5K
+ 77.8%
N/A
39.9K $2.06B
Janus Detroit Str Tr
17.5K
+ 42.12%
N/A
59.2K $3.09B
LNC
Lincoln National Corp

Financial Services
19.3K
+ 89.41%
$33.37 - $43.29 $644K - $835K
40.9K $1.65B
PULS
Pgim ETF Tr

ETFs
16.8K
+ 46.25%
$49.58 - $49.83 $835K - $839K
53.3K $2.65B
USB
Us Bancorp \De\

Financial Services
16.2K
+ 99.69%
$43.94 - $50.41 $713K - $818K
32.5K $1.57B
LMT
Lockheed Martin Corp

Industrials
1.44K
+ 63.68%
$410.74 - $499.21 $590K - $717K
3.69K $1.84B
Schwab Strategic Tr
28.9K
New
N/A
28.9K $772M
SJNK
Spdr Bloomberg Short Term High

ETFs
29.8K
+ 48.62%
$25.28 - $25.63 $753K - $763K
91K $2.33B
CDX
Simplify Exch.Trad Fds Simplif

ETFs
33.3K
New
$22.78 - $23.33 $759K - $777K
33.3K $763M
MO
Altria Group, Inc.

Consumer Defensive
9.86K
+ 69.62%
$57.75 - $67.68 $570K - $668K
24K $1.59B
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
81.3K
+ 33.12%
$8.65 - $9.01 $703K - $732K
327K $2.9B
CVX
Chevron Corp

Energy
4.32K
+ 62.7%
$145.57 - $161.83 $628K - $698K
11.2K $1.74B
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
40.4K
+ 26.73%
$16.46 - $17.1 $665K - $691K
191K $3.26B
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
63.9K
+ 41.89%
$10.43 - $11.34 $666K - $724K
216K $2.33B
BBDC
Barings Bdc, Inc.

Financial Services
81.9K
New
$8.76 - $9.9 $717K - $810K
81.9K $717M
VZ
Verizon Communications Inc

Communication Services
15.7K
+ 60.76%
$40.84 - $45.06 $641K - $708K
41.6K $1.83B
TGT
Target Corp

Consumer Defensive
8.61K
+ 115.69%
$86.56 - $107.43 $745K - $924K
16K $1.44B
XYLD
Global X Fds S&P 500 Covered C

ETFs
17K
+ 14.1%
$38.52 - $39.39 $654K - $669K
137K $5.39B
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
27.9K
+ 58.89%
$24.39 - $24.93 $679K - $694K
75.2K $1.86B
O
Realty Income Corp

Real Estate
10.6K
+ 70.67%
$56.13 - $60.79 $597K - $647K
25.7K $1.56B
TFC
Truist Financial Corp

Financial Services
13.7K
+ 57.93%
$42.83 - $47.07 $588K - $647K
37.5K $1.71B
TNL
Travel & Leisure Co.

Consumer Cyclical
9.26K
+ 54.09%
$53.72 - $63.45 $497K - $588K
26.4K $1.57B
ABBV
Abb Vie Inc.

Healthcare
1.99K
+ 42.8%
$184.85 - $231.54 $367K - $460K
6.63K $1.53B
NPCT
Nuveen Core Plus Impact Fund
59.3K
+ 443.99%
$10.73 - $11.28 $636K - $668K
72.6K $799M
JMBS
Janus Detroit Str Tr Henderson

ETFs
12.6K
+ 19.79%
$44.34 - $45.94 $557K - $577K
76K $3.47B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
25.3K
+ 53.9%
$23.54 - $23.97 $596K - $607K
72.3K $1.73B
VICI
Vici Properties Inc.

Real Estate
18.6K
+ 64.05%
$31.43 - $33.93 $586K - $633K
47.7K $1.56B
KEY
Keycorp

Financial Services
28.3K
+ 50.39%
$17.37 - $19.39 $492K - $549K
84.6K $1.58B
BXSL
Blackstone Secured Lending Fund

Financial Services
31.6K
+ 65.42%
$26.07 - $32.55 $823K - $1.03M
79.9K $2.08B
Ishares Bitcoin Trust ETF
9.19K
New
N/A
9.19K $597M
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
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
52.1K
New
$10.81 - $11.15 $563K - $580K
52.1K $575M
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
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
37.3K
New
$14.12 - $14.91 $527K - $556K
37.3K $555M
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
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
21.2K
New
$21.0 - $23.0 $446K - $489K
21.2K $489M
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
42.6K
New
$10.08 - $11.67 $429K - $497K
42.6K $462M
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
AVSC
American Centy ETF Tr Avantis
2.9K
+ 6.02%
$51.33 - $58.63 $149K - $170K
51.1K $2.92B
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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