Prevail Innovative Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Prevail Innovative Wealth Advisors’s Portfolio IBIT Stock Details IBIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.84M	Buy	55,140 +16,767	+44%	+$682K	0.27%	100
2026 Q1	$1.47M	Buy	38,373 +16,474	+75%	+$713K	0.25%	115
2025 Q4	$1.09M	Buy	21,899 +12,713	+138%	+$722K	0.19%	142
2025 Q3	$597K	Buy	+9,186	New	+$598K	0.12%	161

Other funds holding IBIT

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

PPA

Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return

OCM

Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Prevail Innovative Wealth Advisors's IBIT Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors increased its iShares Bitcoin Trust (IBIT) stake by 44% in Q2 2026, buying an estimated $682K and bringing the position to 55,140 shares worth $1.84M. The position accounts for 0.27% of the portfolio, ranked #100.

Prevail Innovative Wealth Advisors first reported a position in IBIT in Q3 2025 and has held it in 4 quarters since. 678 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Prevail Innovative Wealth Advisors held 55,140 shares of iShares Bitcoin Trust worth $1.84M as of Q2 2026.
Prevail Innovative Wealth Advisors bought 16,767 iShares Bitcoin Trust shares in Q2 2026, an estimated $682K.
iShares Bitcoin Trust made up 0.27% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #100 holding.
Prevail Innovative Wealth Advisors first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 4 quarters since.
678 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.