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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 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. 139 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.
139 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.