MAI Wealth Advisors »

Investment Managers Ser Tr I shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Investment Managers Ser Tr I (PPI) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Investment Managers Ser Tr I

Tip: Access up to 7 years of quarterly data

All positions including Investment Managers Ser Tr I held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Investment Managers Ser Tr I by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2k 119 18.33
2025-06-30 $1.9k 119 16.35
2025-03-31 $1.7k 119 14.50
2024-12-31 $1.7k 119 14.50

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 Investment Managers Ser Tr I

Astoria Portfolio Advisors
Hobbs Group Advisors
Vermillion & White Wealth Management Group
Oregon Pacific Wealth Management
LPL Financial
Latitude Advisors
Puff Wealth Management
BlackDiamond Wealth Management
Onyx Bridge Wealth Group
Financial Services Advisory
Silverlake Wealth Management
Cascades Capital Asset Management
CLS Investments
Ellis Investment Partners
Jane Street

View all funds holding Investment Managers Ser Tr I