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Spinnaker Etf Series shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Spinnaker Etf Series (GENM) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Spinnaker Etf Series

Tip: Access up to 7 years of quarterly data

All positions including Spinnaker Etf Series held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spinnaker Etf Series by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $181k 18k 10.29

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Call Call Option (Principal) (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)
Alphabet Call Call Option (Principal) (GOOGL)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Call Call Option (Principal) (QQQ)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Spinnaker Etf Series

Bank of New York Mellon
Koshinski Asset Management
Advisor OS
Marshall Financial Group
Axos Invest
Citadel Advisors
Jane Street
MAI Wealth Advisors
UBS Group

View all funds holding Spinnaker Etf Series