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Citigroup shares owned by Prevail Innovative Wealth Advisors

Quarter-by-quarter ownership of Citigroup (C) shares owned by Prevail Innovative Wealth Advisors from 13F filings

Historical chart of Prevail Innovative Wealth Advisors investment in Citigroup

Tip: Access up to 7 years of quarterly data

All positions including Citigroup held by Prevail Innovative Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Citigroup by Prevail Innovative Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.3M 38k 113.41

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J P Morgan Exchange Traded F Active Bond Etf (JBND)
Exxon Mobil Corporation (XOM)
American Centy Etf Tr Avantis Us Small (AVSC)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Janus Detroit Str Tr Henderson Income (JIII)
Ishares Tr 20+ Year Tr Bd (TLTW)
Amazon (AMZN)
Spdr Series Trust State Street Spd (SJNK)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Vaneck Etf Trust Commodity Stgy (PIT)
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)

View all positions for Prevail Innovative Wealth Advisors

Top funds holding Citigroup

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Capital World Investors
Franklin Resources
Fisher Investments
Vanguard Portfolio Management
FMR
Susquehanna International
Morgan Stanley
Bank of America Corporation
Bank of New York Mellon
Citadel Advisors

View all funds holding Citigroup