Prevail Innovative Wealth Advisors »

Ishares Tr shares owned by Prevail Innovative Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr (TLTW) shares owned by Prevail Innovative Wealth Advisors from 13F filings

Historical chart of Prevail Innovative Wealth Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr 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 Ishares Tr by Prevail Innovative Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 490k 23.38
2025-06-30 $7.2M 309k 23.18

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 Ishares Tr

Envestnet Asset Management
Wealth Enhancement Advisory Services
Franklin Resources
Cetera Investment Advisers
LPL Financial
Columbus Macro
Prevail Innovative Wealth Advisors
UBS Group
Morgan Stanley
Emerald Investment Partners
Hamilton Wealth
Assetmark
Royal Bank of Canada
Commonwealth Equity Services
AlphaStar Capital Management

View all funds holding Ishares Tr