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Etf Ser Solutions Aptus Collared shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Etf Ser Solutions Aptus Collared (ACIO) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Etf Ser Solutions Aptus Collared

Tip: Access up to 7 years of quarterly data

All positions including Etf Ser Solutions Aptus Collared 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 Ser Solutions Aptus Collared by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $10M 306k 33.16
2023-09-30 $8.5M 278k 30.43
2023-06-30 $8.2M 263k 31.11
2023-03-31 $8.1M 269k 30.19
2022-12-31 $5.7M 197k 28.83
2022-09-30 $5.7M 204k 28.10
2022-06-30 $5.0M 174k 28.83
2022-03-31 $4.8M 152k 31.48
2021-12-31 $4.6M 142k 32.62

More positions owned by MAI Wealth Advisors

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

View all positions for MAI Wealth Advisors

Top funds holding Etf Ser Solutions Aptus Collared

Brogan Financial
Raymond James Financial Services Advisors
Sugarloaf Wealth Management
Second Line Capital
First Heartland Consultants
ORG Partners
Compass Ion Advisors
TrueWealth Advisors
Bienville Capital Management
Advisory Services Network
MAI Wealth Advisors
Sunburst Financial Group
Spotlight Asset Group
Level Four Advisory Services
Silver Oak Securities

View all funds holding Etf Ser Solutions Aptus Collared