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Flexshares Tr us quality cap shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Flexshares Tr us quality cap (QLC) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Flexshares Tr us quality cap

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr us quality cap 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 us quality cap by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $96k 1.2k 77.97
2025-06-30 $88k 1.2k 71.22
2025-03-31 $78k 1.2k 63.80

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 Flexshares Tr us quality cap

Northern Trust
Envestnet Asset Management
Commonwealth Equity Services
Mml Investors Services
LPL Financial
Fundamentun
Stark Wealth Management
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Herold Advisors
Goldman Sachs Group
Summit Financial
Empirical Asset Management
Park National Corp
Hanlon Investment Management

View all funds holding Flexshares Tr us quality cap