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Innovator Intrl Dvp Pw Bf Oct Etf shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Innovator Intrl Dvp Pw Bf Oct Etf (IOCT) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Innovator Intrl Dvp Pw Bf Oct Etf

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All positions including Innovator Intrl Dvp Pw Bf Oct Etf held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Intrl Dvp Pw Bf Oct Etf by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $470k 14k 34.17
2025-06-30 $485k 15k 32.87
2025-03-31 $452k 15k 30.65
2024-12-31 $68k 2.3k 29.30
2024-03-31 $203k 7.0k 28.92

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 Innovator Intrl Dvp Pw Bf Oct Etf

Commonwealth Equity Services
Global Strategic Investment Solutions
IFP Advisors
SageView Advisory Group
Advisor Group Holdings
Captrust Financial Advisors
PFG Advisors
Principal Securities
Red Crane Wealth Management
WPWealth
HighTower Advisors
Cetera Investment Advisers
Kovitz Investment Group Partners
Americana Partners
Lantz Financial

View all funds holding Innovator Intrl Dvp Pw Bf Oct Etf