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Alps Etf Tr equal sec etf shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Alps Etf Tr equal sec etf (EQL) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Alps Etf Tr equal sec etf

Tip: Access up to 7 years of quarterly data

All positions including Alps Etf Tr equal sec etf held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Alps Etf Tr equal sec etf by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $389k 3.6k 109.53
2023-09-30 $355k 3.5k 100.31
2023-06-30 $368k 3.5k 104.36
2023-03-31 $375k 3.8k 99.52
2022-12-31 $376k 3.9k 95.70

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 Alps Etf Tr equal sec etf

Bank of America Corporation
Raymond James Financial Services Advisors
Aveo Capital Partners
Wells Fargo & Company
Raymond James & Associates
UBS Group
Advisor Group Holdings
Royal Bank of Canada
Great Valley Advisor Group
Jpmorgan Chase & Co
Goldman Sachs Group
Commonwealth Equity Services
Citadel Advisors
Virtu Financial
Stratos Wealth Partners

View all funds holding Alps Etf Tr equal sec etf