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Flexshares Tr qualt divd idx shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Flexshares Tr qualt divd idx (QDF) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Flexshares Tr qualt divd idx

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr qualt divd idx held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flexshares Tr qualt divd idx by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $174k 2.2k 79.40
2025-06-30 $161k 2.2k 73.18
2025-03-31 $150k 2.2k 68.36

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Broadcom Call Call Option (Principal) (AVGO)
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Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Flexshares Tr qualt divd idx

Northern Trust
Tiaa Trust, National Association
Keybank National Association
VeraBank
LPL Financial
Bank of New York Mellon
Envestnet Asset Management
Morgan Stanley
UBS Group
Baird Financial
Ledyard National Bank
Sontag Advisory
Bridges Investment Management
Wealth Enhancement Advisory Services
CFS Investment Advisory Services

View all funds holding Flexshares Tr qualt divd idx