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Invesco Exchange Traded Fd T dynmc phrmctls shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Invesco Exchange Traded Fd T dynmc phrmctls (PJP) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Invesco Exchange Traded Fd T dynmc phrmctls

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchange Traded Fd T dynmc phrmctls 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 dynmc phrmctls by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $21k 198 104.54
2025-09-30 $18k 198 92.49
2025-06-30 $16k 198 79.87
2025-03-31 $17k 198 86.62
2024-12-31 $16k 198 82.62

More positions owned by MAI Wealth Advisors

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Spdr S&p 500 Etf Tr Call Call Option (Principal) (SPY)
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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)
Alphabet Call Call Option (Principal) (GOOGL)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Call Call Option (Principal) (QQQ)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Invesco Exchange Traded Fd T dynmc phrmctls

Peak Asset Management
LPL Financial
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Joseph Group Capital Management
MGB Wealth Management
Dumont & Blake Investment Advisors
Envestnet Asset Management
Trilogy Capital
Ameriprise Financial
Raymond James Financial
Institute For Wealth Management
Commonwealth Equity Services
Cambridge Investment Research Advisors

View all funds holding Invesco Exchange Traded Fd T dynmc phrmctls