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Shp Etf Trust shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Shp Etf Trust (SPYI) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Shp Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Shp Etf Trust by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.1M 40k 52.53
2025-09-30 $34k 650 52.30
2025-06-30 $33k 650 50.32
2025-03-31 $31k 650 47.89
2024-12-31 $33k 650 50.82

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Call Call Option (Principal) (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)
Alphabet Call Call Option (Principal) (GOOGL)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Call Call Option (Principal) (QQQ)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Shp Etf Trust

LPL Financial
Gradient Investments
UBS Group
Stifel Financial
Mml Investors Services
Royal Bank of Canada
Private Advisor
Howard Capital Management
MADDEN SECURITIES Corp
Merit Financial Group
Second Half Financial Partners
Cetera Investment Advisers
Envestnet Asset Management
Cascade Wealth Advisors
Two Sigma Investments

View all funds holding Shp Etf Trust