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Listed Fd Tr roundhill bitk shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Listed Fd Tr roundhill bitk (NERD) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Listed Fd Tr roundhill bitk

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr roundhill bitk held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Listed Fd Tr roundhill bitk by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $17k 616 28.03
2025-06-30 $16k 616 26.68
2025-03-31 $13k 616 20.49
2024-12-31 $12k 616 19.75

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 Listed Fd Tr roundhill bitk

Jane Street
AlTi Global
Citadel Advisors
TCG Advisory Services
Flow Traders US
UBS Group
Advisor Group Holdings
MAI Wealth Advisors
Blue Bell Private Wealth Management
Hartland & Co
Painted Porch Advisors
Morgan Stanley
Lummis Asset Management
Simplex Trading
West Branch Capital

View all funds holding Listed Fd Tr roundhill bitk