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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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.

228 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.
228 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.