PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
Position in CNS — Cohen & Steers, Inc.
CIK 1989941
LEAWOOD, KS
Position in CNS
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$1,626,425
New position
Shares Held
26,002
first reported quarter
Ownership
0.051%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026PREVAIL INNOVATIVE WEALTH ADVISORS, LLC holds $4,916,796 across 7 Asset Management names.
| # | 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
|
6,914 | $350,608 |
All Filings in CNS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,626,425 | 26,002 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||