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Trinity Cap shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Trinity Cap (TRIN) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Trinity Cap

Tip: Access up to 7 years of quarterly data

All positions including Trinity Cap held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Trinity Cap by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $10k 700 14.71

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
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Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Amazon Call Call Option (Principal) (AMZN)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Call Call Option (Principal) (GOOGL)
Invesco Qqq Tr Call Call Option (Principal) (QQQ)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for MAI Wealth Advisors

Top funds holding Trinity Cap

Van Eck Associates Corp.
Melia Wealth
Sound Income Strategies
UBS Group
Invesco
Susquehanna International
Emerald Advisers
Franklin Resources
Eagle Point Credit Management
T. Rowe Price Associates
Rockefeller Capital Management
Two Sigma Investments
Emerald Mutual Fund Advisers, Trust
Ares Management
Morgan Stanley

View all funds holding Trinity Cap