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Innovator Etfs Tr S&p 500 Pwr Bu shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Innovator Etfs Tr S&p 500 Pwr Bu (PJUN) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Innovator Etfs Tr S&p 500 Pwr Bu

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr S&p 500 Pwr Bu 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 Pwr Bu by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $334k 9.7k 34.52
2023-12-31 $561k 17k 33.38
2023-09-30 $2.9M 94k 31.31
2023-06-30 $9.3M 294k 31.67
2023-03-31 $2.0M 64k 30.78
2022-12-31 $2.1M 72k 29.73
2022-09-30 $2.0M 69k 28.37
2022-06-30 $1.2M 42k 29.09

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 Pwr Bu

Alliancebernstein
Penserra Capital Management
Commonwealth Equity Services
Vantage Financial Partners
Lineweaver Wealth Advisors
Weaver Capital Management
McAdam
Strategic Wealth Partners
Advisor Group Holdings
Brookstone Capital Management
Branch Banking & Trust Company
HighTower Advisors
William Blair $ Company
Lincoln National
Andina Capital Management

View all funds holding Innovator Etfs Tr S&p 500 Pwr Bu