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Invesco Exchange Traded Fd T wilderhil clan shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Invesco Exchange Traded Fd T wilderhil clan (PBW) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Invesco Exchange Traded Fd T wilderhil clan

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All positions including Invesco Exchange Traded Fd T wilderhil clan held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exchange Traded Fd T wilderhil clan by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $227k 7.9k 28.88
2025-06-30 $106k 5.3k 19.92
2025-03-31 $103k 6.6k 15.74
2024-12-31 $134k 6.7k 20.01
2023-09-30 $245k 7.8k 31.43
2023-06-30 $323k 8.1k 40.12
2023-03-31 $304k 7.5k 40.41
2022-12-31 $283k 7.4k 38.33
2022-09-30 $425k 8.8k 48.20
2022-06-30 $402k 8.8k 45.72
2022-03-31 $456k 7.0k 65.10
2021-12-31 $306k 4.3k 71.33
2021-09-30 $283k 3.7k 77.28