Prevail Innovative Wealth Advisors, LLC ETF holdings
Leawood, KS
Reported $324.3M in 73 ETFs in its Form 13F for June 30, 2026.
ETF value
$324.3M
ETFs held
73
Change from prior quarter
-0.9%
With price moves
ETFs as a share of its 13F
48.3%
of $671.3M
Top 10 of 73 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| RSP | Invesco S&P 500 Equal Weight ETF | $28.5M | 134,059 | New position |
| QQQM | Invesco NASDAQ 100 ETF | $18.7M | 61,729 | +17,347 shares |
| SPHQ | Invesco S&P 500 Quality ETF | $17.4M | 192,698 | +65,761 shares |
| AVSC | Avantis US Small Cap Equity ETF | $17.1M | 233,664 | +32,504 shares |
| XMHQ | Invesco S&P MidCap Quality ETF | $16.7M | 148,069 | +47,183 shares |
| PIT | VanEck Commodity Strategy ETF | $11.9M | 180,386 | +59,132 shares |
| SPYI | Neos S&P 500 High Income ETF | $11.7M | 220,325 | +62,251 shares |
| MTBA | Simplify MBS ETF | $9.5M | 194,583 | −815 shares |
| JIII | Janus Henderson Income ETF | $9.5M | 189,626 | −1,942 shares |
| IWMI | NEOS Russell 2000 High Income ETF | $9.4M | 175,355 | +82,285 shares |
63 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001989941. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Prevail Innovative Wealth Advisors, LLC own?
Prevail Innovative Wealth Advisors, LLC reported 73 ETF positions worth $324.3M in its Form 13F for June 30, 2026. The largest was RSP, at $28.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.