MAI Wealth Advisors »

Opus Small Cap Value Plus Etf exchange traded funds shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Opus Small Cap Value Plus Etf exchange traded funds (OSCV) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Opus Small Cap Value Plus Etf exchange traded funds

Tip: Access up to 7 years of quarterly data

All positions including Opus Small Cap Value Plus Etf exchange traded funds held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Opus Small Cap Value Plus Etf exchange traded funds by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $23k 600 38.23
2025-06-30 $22k 600 36.11
2025-03-31 $21k 600 34.85
2024-12-31 $180k 4.9k 36.99

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 Opus Small Cap Value Plus Etf exchange traded funds

Aptus Capital Advisors
Integrated Wealth Concepts
Diversified Enterprises
Guardian Wealth Advisors, Llc / Nc
CI Private Wealth
Envestnet Asset Management
Brogan Financial
First Heartland Consultants
Second Line Capital
Raymond James Financial
Kfg Wealth Management
Park Place Capital Corp
Waterloo Capital
Clarus Group
United Advisor Group

View all funds holding Opus Small Cap Value Plus Etf exchange traded funds