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Etf Ser Solutions us diversified shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Etf Ser Solutions us diversified (PPTY) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Etf Ser Solutions us diversified

Tip: Access up to 7 years of quarterly data

All positions including Etf Ser Solutions us diversified held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Etf Ser Solutions us diversified by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $13k 421 30.99
2025-06-30 $13k 421 30.41
2025-03-31 $13k 421 31.57
2024-12-31 $14k 421 32.15

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 Etf Ser Solutions us diversified

Ronald Blue Trust
Summit Financial
Goldman Sachs Group
Vident Advisory
Susquehanna International
Empirical Asset Management
Gts Securities
OneAscent Financial Services
Arkadios Wealth Advisors
We Are One Seven
Royal Bank of Canada
Walkner Condon Financial Advisors
Focus Financial Network
Citadel Advisors
Hanson McClain Advisors

View all funds holding Etf Ser Solutions us diversified