PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
Position in ADX — Adams Diversified Equity Fund, Inc.
CIK 1989941
LEAWOOD, KS
Position in ADX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$573,546
+$343,938 QoQ
Shares Held
22,448
+128.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#101
of 216 holders
Holding Since
Jun 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ADX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026PREVAIL INNOVATIVE WEALTH ADVISORS, LLC holds $4,916,796 across 7 Asset Management names. ADX ranks #2 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
96,506 | $2,546,793 | |
| 2 | ADX |
Adams Diversified Equity Fund, Inc.
This page
|
22,448 | $573,546 | |
| 3 | BTX |
BlackRock Technology & Private Equity Term Trust
|
40,697 | $367,493 | |
| 4 | BSTZ |
BlackRock Science & Technology Term Trust
|
12,136 | $364,444 | |
| 5 | USA |
Liberty All Star Equity Fund
|
61,471 | $357,146 | |
| 6 | RVT |
Royce Small-Cap Trust, Inc.
|
19,316 | $356,766 | |
| 7 | BST |
BlackRock Science & Technology Trust
|
6,914 | $350,608 |
All Filings in ADX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $573,546 | 22,448 | Shares | Sole | 2026-07-20 | |
| 2025-12-31 | $229,608 | 9,846 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,751,754 | 78,554 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $551,043 | 25,382 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $2,538,776 | 125,682 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $6,350,347 | 294,543 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,724,555 | 219,849 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,823,538 | 195,878 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $5,526,192 | 312,038 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,502,398 | 330,673 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,466,938 | 265,731 | Shares | Sole | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||