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Fidelity targeted emerg shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Fidelity targeted emerg (FDEM) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Fidelity targeted emerg

Tip: Access up to 7 years of quarterly data

All positions including Fidelity targeted emerg held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity targeted emerg by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.0M 267k 30.08

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
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 Fidelity targeted emerg

Commonwealth Equity Services
McAdam
Salus Financial Advisors
MAI Wealth Advisors
Archer Investment Management
Jane Street
Cetera Investment Advisers
Kestra Advisory Services
Citadel Advisors
Smartleaf Asset Management
Sunbelt Securities
von Borstel & Associates
Wayfinding Financial
Advisor Group Holdings
Mml Investors Services

View all funds holding Fidelity targeted emerg