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Valkyrie Etf Trust Ii shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Valkyrie Etf Trust Ii (WGMI) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Valkyrie Etf Trust Ii

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Valkyrie Etf Trust Ii by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $22k 500 44.24
2025-06-30 $11k 500 22.74
2025-03-31 $6.4k 500 12.77
2024-12-31 $11k 500 22.19

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 Valkyrie Etf Trust Ii

Jane Street
Susquehanna International
Citadel Advisors
Two Sigma Investments
Intrinsic Edge Capital Management
Private Advisor
Arlington Capital Management
Wolverine Trading
Group One Trading
Maridea Wealth Management
Redwood Wealth Management Group
Commonwealth Equity Services
D. E. Shaw & Co
Axxcess Wealth Management
K2 Principal Fund

View all funds holding Valkyrie Etf Trust Ii