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BMO SPX due 02/02/2026 shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of BMO SPX due 02/02/2026 shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in BMO SPX due 02/02/2026

Tip: Access up to 7 years of quarterly data

All positions including BMO SPX due 02/02/2026 held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in BMO SPX due 02/02/2026 by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.4M 3.7M 1.19
2024-06-30 $4.2M 3.7M 1.15
2024-03-31 $4.1M 3.7M 1.11
2023-12-31 $3.9M 3.7M 1.04
2023-09-30 $3.4M 3.6M 0.94

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Top funds holding BMO SPX due 02/02/2026

MAI Wealth Advisors

View all funds holding BMO SPX due 02/02/2026