PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
Position in BST — BlackRock Science & Technology Trust
CIK 1989941
LEAWOOD, KS
Position in BST
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$350,608
-$45,703 QoQ
Shares Held
6,914
-27.8% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#81
of 134 holders
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BST 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. BST ranks #7 (7.1% 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.
|
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
This page
|
6,914 | $350,608 |
All Filings in BST
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $350,608 | 6,914 | Shares | Sole | 2026-07-20 | |
| 2025-09-30 | $396,311 | 9,582 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||