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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
2025-09-30 $95k 3.0k 31.67
2025-06-30 $89k 3.0k 29.73
2025-03-31 $167k 6.0k 27.83
2024-12-31 $175k 6.0k 29.12
2024-09-30 $214k 7.4k 28.83
2024-06-30 $204k 7.4k 27.40

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 Soundwatch Hedged Equity Etf

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

View all funds holding Soundwatch Hedged Equity Etf