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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 (PSEP) 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 $12M 354k 34.76
2023-09-30 $14M 419k 32.40
2023-06-30 $1.8M 55k 32.71
2023-03-31 $3.6M 118k 30.68
2022-12-31 $5.6M 192k 29.25
2022-09-30 $5.1M 183k 27.81
2022-06-30 $2.0M 72k 28.12
2022-03-31 $2.2M 73k 30.07
2021-12-31 $2.3M 76k 30.39

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
Penserra Capital Management
Stuart Chaussee & Associates
Commonwealth Equity Services
Advisor Group Holdings
Raymond James Financial Services Advisors
MAI Wealth Advisors
Wealth Enhancement Advisory Services
HighTower Advisors
MBL Wealth
Beacon Pointe Advisors
AE Wealth Management
Kestra Advisory Services
Lincoln National
Branch Banking & Trust Company

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