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Proshares Invt Grade Etf etf/closed end shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Proshares Invt Grade Etf etf/closed end (IGHG) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Proshares Invt Grade Etf etf/closed end

Tip: Access up to 7 years of quarterly data

All positions including Proshares Invt Grade Etf etf/closed end held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Proshares Invt Grade Etf etf/closed end by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $388k 4.9k 79.00
2025-06-30 $376k 4.8k 78.35
2025-03-31 $427k 5.6k 76.89
2024-12-31 $432k 5.5k 78.17

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 Proshares Invt Grade Etf etf/closed end

Morgan Stanley
LPL Financial
Ameriprise Financial
Wells Fargo & Company
UBS Group
Stephens
Advisor Group Holdings
Assetmark
Citadel Advisors
Capital Advisors
Cetera Investment Advisers
Resources Investment Advisors
Envestnet Asset Management
Cambridge Investment Research Advisors
Steel Peak Wealth Management

View all funds holding Proshares Invt Grade Etf etf/closed end