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Investment Managers Ser Tr I shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Investment Managers Ser Tr I (NXTE) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Investment Managers Ser Tr I

Tip: Access up to 7 years of quarterly data

All positions including Investment Managers Ser Tr I held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Investment Managers Ser Tr I by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.1M 268k 33.81
2024-06-30 $8.5M 258k 32.91

More positions owned by MAI Wealth Advisors

iShares S&P 500 Index Ez (IVV)
Spdr S&p 500 Etf Trust Ee (SPY)
Apple CS (AAPL)
Microsoft Corp CS (MSFT)
iShares S&P Mid Cap Index Ez (IJH)
iShares S&P Small Cap Index Ez (IJR)
Nvidia Corp CS (NVDA)
Amazon CS (AMZN)
Vanguard FTSE Developed Mkts E Ee (VEA)
Vanguard Dividend Appreciation Ee (VIG)
iShares S&P Barra Value Index Ez (IVE)
iShares Russell 1000 Growth In Ez (IWF)
Invesco Qqq Tr Ser 1 Ee (QQQ)
SPDR S&P Mid Cap 400 ETF Ee (MDY)
iShares Core MSCI EAFE Ez (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Investment Managers Ser Tr I

MAI Wealth Advisors
Prime Capital Investment Advisors
Envestnet Asset Management
Raymond James & Associates
Goldman Sachs Group
Royal Bank of Canada
Raymond James Financial Services Advisors
Green Alpha Advisors
Ethic
Moss Adams Wealth Advisors
Advisor Group Holdings
UBS Group

View all funds holding Investment Managers Ser Tr I