PREVAIL INNOVATIVE WEALTH ADVISORS, LLC BSTZ BLACKROCK SCIENCE & TECHNOLO

Ownership history in PREVAIL INNOVATIVE WEALTH ADVISORS, LLC  ·  4 quarters on record

AI Ownership Summary

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC reported BLACKROCK SCIENCE & TECHNOLO (BSTZ) in 4 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.41% in 2025 Q2. The latest visible filing shows BSTZ at 0.05% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BSTZ 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 BLACKROCK SCIENCE & TECHNOLO, 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 Q2

BSTZ was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.41% in 2025 Q2

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 Q2

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 BSTZ — position size vs. price
% of Fund (quarterly)    BSTZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 12,136 -75,540 -86.2% 0.05% $364K 2026-07-20 $27.68
2025 Q2 ADDED 87,676 +30,665 +53.8% 0.41% $1.8M 2025-08-15 $19.43
2025 Q1 REDUCED 79.5% +21.2% 57,011 -220,551 -79.5% 0.27% $1.0M 2025-05-02 $16.02
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About PREVAIL INNOVATIVE WEALTH ADVISORS, LLC and BSTZ

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 BSTZ?

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC reported BSTZ across 3 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

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

The largest reported portfolio weight for BSTZ was 0.41% in 2025 Q2.

What is the latest reported BSTZ position on this page?

The most recent filing on this page is 2026 Q2, when PREVAIL INNOVATIVE WEALTH ADVISORS, LLC reported 12,136 shares, equal to 0.05% of portfolio, with an estimated market value of $364K.

What does the chart on this BSTZ ownership page compare?

The chart compares PREVAIL INNOVATIVE WEALTH ADVISORS, LLC's quarterly BSTZ 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.

How well did PREVAIL INNOVATIVE WEALTH ADVISORS, LLC time their BSTZ position?

Based on 13F filing dates vs. subsequent BSTZ price moves, PREVAIL INNOVATIVE WEALTH ADVISORS, LLC correctly timed 2 out of 3 reported position changes (67%).

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