MAI Wealth Advisors »

Invesco exchange traded shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Invesco exchange traded (UPGD) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Invesco exchange traded

Tip: Access up to 7 years of quarterly data

All positions including Invesco exchange traded held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco exchange traded by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $21k 275 74.89
2025-06-30 $20k 275 70.96
2025-03-31 $19k 275 70.01
2024-12-31 $19k 275 69.12

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 exchange traded

Raymond James Financial
Tower Research Capital
LPL Financial
Del-Sette Capital Management
Aspire Growth Partners
Oxford Financial
Susquehanna International
HBK Sorce Advisory
CWM
Hrt Financial
Total Wealth Planning & Management
MGB Wealth Management
Citadel Advisors
UBS Group
Morey & Quinn Wealth Partners

View all funds holding Invesco exchange traded