PREVAIL INNOVATIVE WEALTH ADVISORS, LLC MLPA β€” GLOBAL X FDS

Ownership history in PREVAIL INNOVATIVE WEALTH ADVISORS, LLC  Β·  2 quarters on record

AI Ownership Summary

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC reported GLOBAL X FDS (MLPA) in 2 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 1.4% in 2026 Q1. The latest visible filing shows MLPA at 1.40% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MLPA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PREVAIL INNOVATIVE WEALTH ADVISORS, LLC's position in GLOBAL X FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MLPA was reported at 1.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.4% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How PREVAIL INNOVATIVE WEALTH ADVISORS, LLC held MLPA β€” position size vs. price
% of Fund (quarterly)    MLPA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 153,980 +141,120 +1097.4% 1.40% $8.3M 2026-04-30 $55.52
2025 Q1 INITIATED β€” β€” β€” 12,860 β€” β€” 0.18% $685K 2025-05-02 $46.07

FAQ About PREVAIL INNOVATIVE WEALTH ADVISORS, LLC and MLPA

These are the practical questions this page is built to answer before you even open the full history table.

How long has PREVAIL INNOVATIVE WEALTH ADVISORS, LLC reported owning MLPA?

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC reported MLPA across 2 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported MLPA position in PREVAIL INNOVATIVE WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for MLPA was 1.40% in 2026 Q1.

What is the latest reported MLPA position on this page?

The most recent filing on this page is 2026 Q1, when PREVAIL INNOVATIVE WEALTH ADVISORS, LLC reported 153,980 shares, equal to 1.40% of portfolio, with an estimated market value of $8.3M.

What does the chart on this MLPA ownership page compare?

The chart compares PREVAIL INNOVATIVE WEALTH ADVISORS, LLC's quarterly MLPA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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