Prevail Innovative Wealth Advisors' Portfolio Changes - Q2 2026 Analysis

As of June 30, 2026, Prevail Innovative Wealth Advisors' portfolio was valued at approximately $594 million. The firm demonstrated active management this quarter by making substantial changes to its holdings. Below is a detailed breakdown of the most significant transactions observed in their portfolio during Q2 2026.

Prominent Purchases This Quarter

Prevail Innovative Wealth Advisors showed strong buying interest across several sectors, significantly increasing positions or adding new stocks to their portfolio. Notable purchases include:

• RSP, the iShares Core S&P Small-Cap ETF, saw its share count increase by 109,126 units (representing a 437.68% jump), adding substantial value to this allocation.
• SPYI, the SPDR S&P 500 ETF Trust, experienced a significant share increase of 62,251 units (39.38%) during the quarter.
• GLPI, the Gaming & Leisure Properties ETF, saw its shares rise by 95,415 units (151.54%), indicating a major new position or substantial increase.
• EVSD, the Morgan Stanley ETF Trust, also showed strong buying with shares increasing by 81,617 units (178.79%) over the period.
• Additionally, purchases were noted in JPM, ORLY, and others.

Significant Sales Observed During Q2 2026

In contrast to the buying activity, Prevail Innovative Wealth Advisors also divested substantial portions of their portfolio this quarter. The most prominent sales included:

• TLLW, previously known as TQQQI, experienced a sharp decline in shares by 267,959 units (-64.47%), representing one of the largest sell-offs.
• JEPI, which tracks the Nasdaq-100 Equal Weighted TR Index, saw its shares completely liquidated during the quarter (change in shares: -92402 or 94.37% reduction).
• Other notable exits involved PINK, which was sold entirely.

Additional Portfolio Changes and Insights

Beyond the most significant buys and sells, Prevail Innovative Wealth Advisors made numerous other adjustments to their holdings during Q2 2026. These changes reflect ongoing portfolio management activities:

• The firm increased exposure in several exchange-traded funds (ETFs), including XMHQ and others.
• Conversely, they reduced positions in other ETFs like QQQM.
• The investor also added shares to companies such as UBER TECHNOLOGIES INC (UBER) and BANK OF AMERICA CORP (BAC).
• Sector-wise, the portfolio saw changes in Real Estate holdings (GLPI, NLY) and Technology positions (VIAVI SOLUTIONS INC (VIAV)). The firm also maintained a large position in RSP.

Overall, the portfolio held 185 distinct holdings during this period. The significant buying activity suggests confidence in certain sectors or specific equity positions like ELI LILLY & CO (LLY), while the large sell-offs indicate a strategic shift away from others, such as those tied to leveraged tech products.

Understanding Prevail Innovative Wealth Advisors' Investment Strategy

The observed transactions provide insight into how this investment advisor manages risk and opportunity. The substantial increase in ETF holdings like RSP, XMHQ, and others suggests a focus on broad market exposure or specific growth sectors. The complete exit from products like JEPI indicates a clear decision to avoid certain risk profiles.

The firm's actions also highlight their responsiveness to changing market conditions or investment outlooks. For instance, the significant reduction in TLLW shares might reflect concerns about its underlying exposure.

To learn more about Prevail Innovative Wealth Advisors' holdings and investment strategy, you can visit their profile on the SEC filings database: Prevail Innovative Wealth Advisors. Detailed information about each stock they interacted with is also available via direct links to their respective profiles.