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Soundwatch Hedged Equity Etf shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Soundwatch Hedged Equity Etf (SHDG) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Soundwatch Hedged Equity Etf

Tip: Access up to 7 years of quarterly data

All positions including Soundwatch Hedged Equity Etf held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Soundwatch Hedged Equity Etf by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $214k 7.4k 28.83
2024-06-30 $204k 7.4k 27.40

More positions owned by MAI Wealth Advisors

iShares S&P 500 Index Ez (IVV)
Spdr S&p 500 Etf Trust Ee (SPY)
Apple CS (AAPL)
Microsoft Corp CS (MSFT)
iShares S&P Mid Cap Index Ez (IJH)
iShares S&P Small Cap Index Ez (IJR)
Nvidia Corp CS (NVDA)
Amazon CS (AMZN)
Vanguard FTSE Developed Mkts E Ee (VEA)
Vanguard Dividend Appreciation Ee (VIG)
iShares S&P Barra Value Index Ez (IVE)
iShares Russell 1000 Growth In Ez (IWF)
Invesco Qqq Tr Ser 1 Ee (QQQ)
SPDR S&P Mid Cap 400 ETF Ee (MDY)
iShares Core MSCI EAFE Ez (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Soundwatch Hedged Equity Etf

Apexium Financial
Soundwatch Capital
Advisory Services Network
Atria Investments
Susquehanna International
Navis Wealth Advisors
MAI Wealth Advisors
Transcendent Capital Group

View all funds holding Soundwatch Hedged Equity Etf