Prevail Innovative Wealth Advisors »

inv grd crp bd shares owned by Prevail Innovative Wealth Advisors

Quarter-by-quarter ownership of inv grd crp bd (CORP) shares owned by Prevail Innovative Wealth Advisors from 13F filings

Historical chart of Prevail Innovative Wealth Advisors investment in inv grd crp bd

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in inv grd crp bd by Prevail Innovative Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $799k 8.3k 96.77
2024-12-31 $504k 5.3k 95.10
2024-09-30 $363k 3.6k 99.45

More positions owned by Prevail Innovative Wealth Advisors

Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Ishares Tr 20+ Year Tr Bd (TLTW)
Exxon Mobil Corporation (XOM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Global X Fds Defense Tech Etf (SHLD)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Prologis (PLD)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Neos Etf Trust Neos S&p 500 Hi (SPYI)
NVIDIA Corporation (NVDA)

View all positions for Prevail Innovative Wealth Advisors

Top funds holding inv grd crp bd

LPL Financial
CWM
Morgan Stanley
RAM Investment Partners
Allianz Asset Management
Resources Investment Advisors
Vickerman Investment Advisors
Mokosak Advisory Group
UBS Group
XML Financial
Goss Wealth Management
Bank of Nova Scotia
Great Valley Advisor Group
Novem Group
Modern Wealth Management

View all funds holding inv grd crp bd