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Prevail Innovative Wealth Advisors’s Capital Southwest CSWC Stock Holding History

Prevail Innovative Wealth Advisors’s Portfolio CSWC Stock Details CSWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-68,256
Closed -$1.49M – 198
2025
Q3 		$1.49M Buy
68,256
+11,861
+21% +$270K 0.29% 133
2025
Q2 		$1.24M Buy
+56,395
New +$1.16M 0.28% 118

Other funds holding CSWC

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Prevail Innovative Wealth Advisors's CSWC Position: Q4 2025 in Review

Prevail Innovative Wealth Advisors sold out of Capital Southwest (CSWC) in Q4 2025, closing a stake of 68,256 shares — an estimated $1.49M sold.

Prevail Innovative Wealth Advisors first reported a position in CSWC in Q2 2025 and held it in 2 quarters. The position peaked at $1.49M in Q3 2025. 162 funds tracked by Wall St. Rank hold CSWC as of Q4 2025.

  • Prevail Innovative Wealth Advisors reported no remaining Capital Southwest position as of Q4 2025 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 68,256 Capital Southwest shares in Q4 2025, an estimated $1.49M.
  • Prevail Innovative Wealth Advisors first reported a position in Capital Southwest in Q2 2025 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's Capital Southwest position peaked at $1.49M in Q3 2025.
  • 162 funds tracked by Wall St. Rank held Capital Southwest as of Q4 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.