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Invesco Exchange Traded Fd T dynmc lrg valu shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Invesco Exchange Traded Fd T dynmc lrg valu (PWV) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Invesco Exchange Traded Fd T dynmc lrg valu

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchange Traded Fd T dynmc lrg valu held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exchange Traded Fd T dynmc lrg valu by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $87k 1.3k 65.21
2025-06-30 $83k 1.3k 62.14
2025-03-31 $80k 1.3k 59.51
2024-12-31 $76k 1.3k 56.88

More positions owned by MAI Wealth Advisors

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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 Invesco Exchange Traded Fd T dynmc lrg valu

Morgan Stanley
LPL Financial
Pnc Financial Services
Commonwealth Equity Services
UBS Group
Raymond James Financial
IAG Wealth Partners
Atlas Private Wealth Advisors
Envestnet Asset Management
Wharton Business Group
Wells Fargo & Company
Fundamentun
Cullen Frost Bankers
Kestra Advisory Services
Royal Bank of Canada

View all funds holding Invesco Exchange Traded Fd T dynmc lrg valu