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Etf Managers Tr purefunds ise cy shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Etf Managers Tr purefunds ise cy shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Etf Managers Tr purefunds ise cy

Tip: Access up to 7 years of quarterly data

All positions including Etf Managers Tr purefunds ise cy held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Etf Managers Tr purefunds ise cy by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.8M 47k 60.41
2023-09-30 $2.4M 46k 51.60
2023-06-30 $2.3M 45k 50.58
2023-03-31 $2.1M 45k 47.82
2022-12-31 $2.0M 45k 44.05
2022-09-30 $1.8M 41k 43.36

More positions owned by MAI Wealth Advisors

iShares S&P 500 Index Ez (IVV)
Microsoft Corp CS (MSFT)
Spdr S&p 500 Etf Trust Ee (SPY)
Apple CS (AAPL)
iShares S&P Mid Cap Index Ez (IJH)
Amazon CS (AMZN)
iShares S&P Small Cap Index Ez (IJR)
Vanguard Dividend Appreciation Ee (VIG)
Vanguard FTSE Developed Mkts E Ee (VEA)
Nvidia Corp CS (NVDA)
iShares S&P Barra Value Index Ez (IVE)
Invesco Qqq Tr Ser 1 Ee (QQQ)
iShares Russell 1000 Growth In Ez (IWF)
iShares Core MSCI EAFE Ez (IEFA)
SPDR S&P Mid Cap 400 ETF Ee (MDY)

View all positions for MAI Wealth Advisors

Top funds holding Etf Managers Tr purefunds ise cy

Instrumental Wealth
Appleton Partners
Rockefeller Capital Management
Kestra Advisory Services
National Bank Of Canada /fi/
Scotia Capital
RMB Capital Management
Baird Financial
National Asset Management
Wedbush Morgan Securities
Armstrong Advisory Group
Dfpg Investments
CWM
Wilson & Boucher Capital Management
Invst

View all funds holding Etf Managers Tr purefunds ise cy