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Invesco S&p 500 Equal Weight R shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Invesco S&p 500 Equal Weight R (RSPR) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Invesco S&p 500 Equal Weight R

Tip: Access up to 7 years of quarterly data

All positions including Invesco S&p 500 Equal Weight R 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 S&p 500 Equal Weight R by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $24k 680 35.48
2025-06-30 $24k 680 35.04
2025-03-31 $6.6k 185 35.71
2024-12-31 $6.5k 185 35.14

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 Invesco S&p 500 Equal Weight R

LPL Financial
IFP Advisors
Raymond James Financial
Morgan Stanley
Sound Income Strategies
Gerber Kawasaki Wealth & Investment Management
Equitable Holdings
Capital Management Associates
Cetera Investment Advisers
Goldman Sachs Group
Burns Matteson Capital Management
Interactive Financial Advisors
Farther Finance Advisors
Private Advisor
Sheets Smith Wealth Management

View all funds holding Invesco S&p 500 Equal Weight R