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Prevail Innovative Wealth Advisors’s Liberty All-Star Equity Fund USA Stock Holding History

Prevail Innovative Wealth Advisors’s Portfolio USA Stock Details USA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$357K Buy
+61,471
New +$355K 0.05% 145

Other funds holding USA

AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

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

Prevail Innovative Wealth Advisors opened a new position in Liberty All-Star Equity Fund (USA) in Q2 2026: 61,471 shares worth $357K. The stake represents 0.05% of the portfolio and ranks #145 among its holdings.

44 funds tracked by Wall St. Rank hold USA as of Q2 2026.

  • Prevail Innovative Wealth Advisors held 61,471 shares of Liberty All-Star Equity Fund worth $357K as of Q2 2026.
  • Liberty All-Star Equity Fund was a new Prevail Innovative Wealth Advisors position in Q2 2026.
  • Liberty All-Star Equity Fund made up 0.05% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #145 holding.
  • 44 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

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