Prime Capital Investment Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
3/31/2026
Date filed
5/8/2026
Form type
13F-HR
Num holdings
1,046
Total value ($000)
$8,648,965
Net value change ($000)
+437,658 (5.3%)
New positions
83
Sold out positions
58
Turnover %
5.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 143,271 88.6%
FESM 104,403 751.5%
SPY 102,448 NEW
AVEM 60,919 NEW
IEMG 50,042 396.5%
PSQO 48,942 NEW
USRT 45,470 13141.6%
PYLD 45,178 NEW
JPIB 39,099 747.3%
BINC 37,542 3558.5%
Top Reduces (Value $000, Stocks/ETFs)
AGG -124,691 -25.4%
DGRW -42,502 -31.0%
SCHX -41,044 -15.2%
MSFT -40,267 -25.1%
SCHWAB STRATEGIC TRUST -30,585 -21.8%
VTI -25,735 -6.9%
AVUV -25,671 -34.6%
LLY -16,075 -21.2%
AMZN -15,164 -12.4%
GOOGL -14,583 -22.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 864 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type