PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
Position in BTX — BlackRock Technology & Private Equity Term Trust
CIK 1989941
LEAWOOD, KS
Position in BTX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$367,493
-$1,310,078 QoQ
Shares Held
40,697
-82.2% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#43
of 119 holders
Holding Since
Jun 2023
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BTX 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. BTX ranks #3 (7.5% 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
This page
|
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 BTX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $367,493 | 40,697 | Shares | Sole | 2026-07-20 | |
| 2025-06-30 | $1,677,571 | 228,552 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,503,952 | 240,248 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,923,001 | 258,468 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,985,008 | 262,915 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,930,605 | 267,027 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $3,567,071 | 454,404 | Shares | Sole | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||