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Engine No 1 Etf Trust shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Engine No 1 Etf Trust (PWRD) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Engine No 1 Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Engine No 1 Etf Trust held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Engine No 1 Etf Trust by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $247k 2.5k 97.69
2025-06-30 $281k 3.1k 90.17
2025-03-31 $217k 3.1k 69.75
2024-12-31 $226k 3.1k 72.57

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 Engine No 1 Etf Trust

Dynasty Wealth Management
Sagespring Wealth Partners
Jpmorgan Chase & Co
LPL Financial
Raymond James Financial
Unique Wealth
Aspiriant
WCG Wealth Advisors
Procyon Private Wealth Partners
Partners Capital Investment Group
Thrivent Financial for Lutherans
Venture Visionary Partners
Quadcap Wealth Management
Envestnet Asset Management
Albion Financial Group

View all funds holding Engine No 1 Etf Trust