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Innovator Etfs Tr s&p 500 power shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 power (PJAN) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Innovator Etfs Tr s&p 500 power

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr s&p 500 power held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Tr s&p 500 power by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.0M 102k 39.11
2023-12-31 $788k 21k 37.24
2023-09-30 $609k 18k 34.80
2023-06-30 $1.3M 37k 35.11
2023-03-31 $2.2M 65k 33.21
2022-12-31 $1.2M 38k 31.51
2022-09-30 $1.3M 45k 29.43
2022-06-30 $2.3M 77k 30.03
2022-03-31 $2.8M 85k 32.57

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 Innovator Etfs Tr s&p 500 power

Alliancebernstein
Brookstone Capital Management
Commonwealth Equity Services
Advisor Group Holdings
Penserra Capital Management
Lincoln National
Raymond James Financial Services Advisors
Envestnet Asset Management
Range Financial Group
Janney Montgomery Scott
Southland Equity Partners
Carnick & Kubik
Legacy CG
Strategic Wealth Partners
BKD Wealth Advisors

View all funds holding Innovator Etfs Tr s&p 500 power