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Advisors Inner Circle Fd Iii shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Advisors Inner Circle Fd Iii (GQGU) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Advisors Inner Circle Fd Iii

Tip: Access up to 7 years of quarterly data

All positions including Advisors Inner Circle Fd Iii held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advisors Inner Circle Fd Iii by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.2M 127k 25.40

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit Put Option (Principal) (SPY)
Apple Call Option (Principal) (AAPL)
NVIDIA Corporation (NVDA)
World Gold Tr Spdr Gld Minis (GLDM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation Put Option (Principal) (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Mcp Etf (IJH)
Alphabet Cap Stk Cl A Put Option (Principal) (GOOGL)
Amazon Put Option (Principal) (AMZN)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Alphabet Cap Stk Cl C (GOOG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Tips Etf (SCHP)

View all positions for MAI Wealth Advisors

Top funds holding Advisors Inner Circle Fd Iii

Tectonic Advisors
Benjamin Edwards
Adviser Investments
Opal Wealth Advisors
BKD Wealth Advisors
Raymond James Financial
Legacy Advisors
Cambridge Associates
Leucadia National Corporation
Wealth Enhancement Advisory Services
Ledyard National Bank
MAI Wealth Advisors
NCM Capital Management
Warren Averett Asset Management
IFP Advisors

View all funds holding Advisors Inner Circle Fd Iii