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Prevail Innovative Wealth Advisors’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History

Prevail Innovative Wealth Advisors’s Portfolio TLTW Stock Details TLTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.3M Sell
147,659
-267,959
-64% -$5.97M 0.49% 81
2026
Q1 		$9.4M Sell
415,618
-239,344
-37% -$5.47M 1.58% 10
2025
Q4 		$14.8M Buy
654,962
+165,401
+34% +$3.86M 2.66% 3
2025
Q3 		$11.4M Buy
489,561
+180,848
+59% +$4.14M 2.22% 3
2025
Q2 		$7.16M Buy
+308,713
New +$7.1M 1.61% 9

Other funds holding TLTW

TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AIM
Aspen Investment Management Grand Rapids, Michigan $372M AUM 31.31% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Prevail Innovative Wealth Advisors reduced its iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) stake by 64% in Q2 2026, selling an estimated $5.97M and leaving 147,659 shares worth $3.3M. The position accounts for 0.49% of the portfolio, ranked #81.

Prevail Innovative Wealth Advisors first reported a position in TLTW in Q2 2025 and has held it in 5 quarters since. The position peaked at $14.8M in Q4 2025. 16 funds tracked by Wall St. Rank hold TLTW as of Q2 2026.

  • Prevail Innovative Wealth Advisors held 147,659 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $3.3M as of Q2 2026.
  • Prevail Innovative Wealth Advisors sold 267,959 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $5.97M.
  • iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up 0.49% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #81 holding.
  • Prevail Innovative Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q2 2025 and has held it in 5 quarters since.
  • Prevail Innovative Wealth Advisors's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $14.8M in Q4 2025.
  • 16 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q2 2026.

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