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Innovator Etfs Tr s&p 500 pwr bu shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 pwr bu (PAUG) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Innovator Etfs Tr s&p 500 pwr bu

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr s&p 500 pwr bu 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 s&p 500 pwr bu by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $11M 342k 33.37
2023-09-30 $7.5M 241k 31.05
2023-03-31 $209k 7.1k 29.50
2022-12-31 $617k 22k 28.35
2022-09-30 $714k 27k 26.97

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

View all positions for MAI Wealth Advisors

Top funds holding Innovator Etfs Tr s&p 500 pwr bu

Alliancebernstein
AE Wealth Management
Advisor Group Holdings
Brookstone Capital Management
Commonwealth Equity Services
SageView Advisory Group
Penserra Capital Management
HighTower Advisors
Ascent Wealth Partners
William Blair $ Company
Sageworth Trust Company
InterOcean Capital Group
MAI Wealth Advisors
Integral Investment Advisors
Soltis Investment Advisors

View all funds holding Innovator Etfs Tr s&p 500 pwr bu