Skip to main content

Prevail Innovative Wealth Advisors, LLC

SEC CIK
0001989941
Latest filing
Jul 20, 2026

AIO holding history

Virtus Artificial Intelligence & Technology Opportunities Fund in every 13F filed by Prevail Innovative Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AIO overviewAll 13F holders of AIOFull Q2 2026 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q2 2023
Holdings of AIO by Prevail Innovative Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−37,561−100.0%Sold outHolders
Q2 202437,561$815.4K0.3%+37,561NewHolders
Q3 20230$00.0%−12,585−100.0%Sold outHolders
Q2 202312,585$231.6K0.1%–No prior filingHolders