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

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.9M 54k 36.19
2023-09-30 $7.6M 227k 33.70
2023-06-30 $419k 12k 34.22
2022-12-31 $687k 23k 30.19
2022-09-30 $317k 11k 28.65
2022-03-31 $262k 8.5k 30.67

More positions owned by MAI Wealth Advisors

iShares S&P 500 Index Ez (IVV)
Microsoft Corp CS (MSFT)
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

Alliancebernstein
Advisor Group Holdings
AE Wealth Management
SageView Advisory Group
Penserra Capital Management
Wealth Enhancement Advisory Services
HighTower Advisors
Commonwealth Equity Services
Jane Street
Delta Investment Management
Raymond James Financial Services Advisors
Miracle Mile Advisors
BKD Wealth Advisors
Cambridge Investment Research Advisors
Strategic Wealth Partners

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