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iShares S&P NA Tec. Semi. Idx shares owned by Prevail Innovative Wealth Advisors

Quarter-by-quarter ownership of iShares S&P NA Tec. Semi. Idx (SOXX) shares owned by Prevail Innovative Wealth Advisors from 13F filings

Historical chart of Prevail Innovative Wealth Advisors investment in iShares S&P NA Tec. Semi. Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P NA Tec. Semi. Idx 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 iShares S&P NA Tec. Semi. Idx by Prevail Innovative Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.5M 15k 225.92
2023-09-30 $646k 1.4k 473.65

More positions owned by Prevail Innovative Wealth Advisors

Vanguard Scottsdale Fds Int-term Corp (VCIT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Wisdomtree Tr Floatng Rat Trea (USFR)
Global X Fds Russell 2000 (RYLD)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
American Centy Etf Tr Avantis Us Small (AVSC)
Energy Transfer Com Ut Ltd Ptn (ET)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Goldman Sachs (GS)
MPLX Com Unit Rep Ltd (MPLX)
Civitas Resources Com New (CIVI)
Adams Express Company (ADX)
Newmont Mining Corporation (NEM)
Alliance Resource Partners L Ut Ltd Part (ARLP)
Ishares Tr Ishares Semicdtr (SOXX)

View all positions for Prevail Innovative Wealth Advisors

Top funds holding iShares S&P NA Tec. Semi. Idx

Susquehanna International
Bnp Paribas Arbitrage, Snc
Wells Fargo & Company
Citigroup
Bank of America Corporation
Jpmorgan Chase & Co
Citadel Advisors
Global Assets Advisory
Mercer Global Advisors
Commonwealth Equity Services
UBS Group
Donaldson Capital Management
Cambridge Investment Research Advisors
Jane Street
Twin Tree Management

View all funds holding iShares S&P NA Tec. Semi. Idx