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Innovator Etfs Tr shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Innovator Etfs Tr (ISEP) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr 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 Etfs Tr by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $304k 9.3k 32.59
2025-09-30 $298k 9.4k 31.87
2025-06-30 $289k 9.4k 30.91
2025-03-31 $293k 10k 28.76
2024-12-31 $287k 10k 27.55

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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 Innovator Etfs Tr

Gradient Investments
SageView Advisory Group
Janney Montgomery Scott
Commonwealth Equity Services
Americana Partners
Cetera Investment Advisers
Raymond James Financial
Berson & Corrado Investment Advisors
Fragasso
Advisor Group Holdings
Sigma Planning
Kfg Wealth Management
Change Path
HighTower Advisors
Kestra Advisory Services

View all funds holding Innovator Etfs Tr