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Invesco Exchng Traded Fd Tr s&p 500 enhncd shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr s&p 500 enhncd (SPVU) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Invesco Exchng Traded Fd Tr s&p 500 enhncd

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchng Traded Fd Tr s&p 500 enhncd 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 Exchng Traded Fd Tr s&p 500 enhncd by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $10k 186 54.76
2025-06-30 $9.6k 184 52.16
2025-03-31 $9.5k 183 51.81
2024-12-31 $9.0k 182 49.23

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 Exchng Traded Fd Tr s&p 500 enhncd

LPL Financial
Armbruster Capital Management
Invesco
Delta Wealth Advisors
Lee Munder Capital Group
Koss-Olinger Consulting
Arrowroot Family Office
Massmutual Trust
UBS Group
Paragon Capital Management
Envestnet Asset Management
Farther Finance Advisors
Creative Financial Designs
Streettalk Advisors
Advisor Group Holdings

View all funds holding Invesco Exchng Traded Fd Tr s&p 500 enhncd