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Overlay Shares Large Cap Equity Etf etf shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Overlay Shares Large Cap Equity Etf etf (OVL) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Overlay Shares Large Cap Equity Etf etf

Tip: Access up to 7 years of quarterly data

All positions including Overlay Shares Large Cap Equity Etf 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 Overlay Shares Large Cap Equity Etf etf by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $627 12 52.33

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 Overlay Shares Large Cap Equity Etf etf

Armis Advisers
Envestnet Asset Management
Raymond James Financial
Legacy Private Trust
Jpmorgan Chase & Co
Royal Bank of Canada
Evolution Wealth Management
Equitable Holdings
Janney Montgomery Scott
Smartleaf Asset Management
Private Advisor
Johnson & White Wealth Management
Hilltop Holdings
Nbc Securities
Wolverine Trading

View all funds holding Overlay Shares Large Cap Equity Etf etf