Prevail Innovative Wealth Advisors, LLC
- SEC CIK
- 0001989941
- Latest filing
- Jul 20, 2026
NIE holding history
Virtus Equity & Convertible Income 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.
NIE overviewAll 13F holders of NIEFull Q2 2026 holdings
- Shares (Q4 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 2
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −9,905−100.0% | Sold out | Holders |
| Q3 2025 | 9,905 | $248.7K | <0.1% | +9,905 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −14,445−100.0% | Sold out | Holders |
| Q2 2023 | 14,445 | $305.5K | 0.2% | – | No prior filing | Holders |