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Invesco Exchange Traded Fd T rusel mdcp pur shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Invesco Exchange Traded Fd T rusel mdcp pur (XMVM) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Invesco Exchange Traded Fd T rusel mdcp pur

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchange Traded Fd T rusel mdcp pur 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 Exchange Traded Fd T rusel mdcp pur by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $18k 296 61.63
2025-06-30 $17k 296 55.63
2025-03-31 $16k 296 52.75
2024-12-31 $16k 296 55.42

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Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
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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 Fd T rusel mdcp pur

LPL Financial
Nelson, Van Denburg & Campbell Wealth Management
Morgan Stanley
Whitaker-Myers Wealth Managers
Ameriprise Financial
Raymond James Financial
Northwestern Mutual Wealth Management Company
Commonwealth Equity Services
Royal Bank of Canada
Envestnet Asset Management
Captrust Financial Advisors
Mml Investors Services
Advisor Group Holdings
Guidance Capital
Money Concepts Capital Corp

View all funds holding Invesco Exchange Traded Fd T rusel mdcp pur