PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
Position in RVT — Royce Small-Cap Trust, Inc.
CIK 1989941
LEAWOOD, KS
Position in RVT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$356,766
-$355,677 QoQ
Shares Held
19,316
-58.9% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#116
of 208 holders
Holding Since
Sep 2023
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RVT 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. RVT ranks #6 (7.3% 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.
This page
|
19,316 | $356,766 | |
| 7 | BST |
BlackRock Science & Technology Trust
|
6,914 | $350,608 |
All Filings in RVT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $356,766 | 19,316 | Shares | Sole | 2026-07-20 | |
| 2024-03-31 | $712,443 | 46,964 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $301,508 | 20,708 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $213,706 | 16,605 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||