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Invesco Exchange Traded Fd T russel 200 eql shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Invesco Exchange Traded Fd T russel 200 eql (EQWL) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Invesco Exchange Traded Fd T russel 200 eql

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchange Traded Fd T russel 200 eql held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exchange Traded Fd T russel 200 eql by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $165k 1.4k 114.68
2025-06-30 $159k 1.4k 109.97
2025-03-31 $149k 1.4k 103.09
2024-12-31 $161k 1.6k 102.28

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Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Invesco Exchange Traded Fd T russel 200 eql

LPL Financial
Cetera Investment Advisers
Morgan Stanley
Ameriprise Financial
RFP Financial Group
Altus Wealth Management
Bond & Devick Financial Network
Advisor Group Holdings
Raymond James Financial
Jones Financial Companies, L.L
H D Vest Advisory Services
Northwestern Mutual Wealth Management Company
Private Advisor
Cambridge Investment Research Advisors
Systelligence

View all funds holding Invesco Exchange Traded Fd T russel 200 eql