PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
Position in AGNC — AGNC Investment Corp.
CIK 1989941
LEAWOOD, KS
Position in AGNC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,630,615
+$3,503,294 QoQ
Shares Held
333,084
+2704.4% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#110
of 698 holders
Holding Since
Sep 2023
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AGNC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026PREVAIL INNOVATIVE WEALTH ADVISORS, LLC holds $16,494,692 across 3 REIT - Mortgage names. AGNC ranks #3 (22.0% of the industry book) .
All Filings in AGNC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,630,615 | 333,084 | Shares | Sole | 2026-07-20 | |
| 2025-12-31 | $127,321 | 11,877 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,861,323 | 292,270 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,866,452 | 311,910 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,654,646 | 277,103 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,786,067 | 193,927 | Shares | Sole | 2025-02-12 | |
| 2024-03-31 | $2,765,535 | 279,347 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,563,745 | 261,340 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $873,030 | 92,482 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||