MAI Wealth Advisors »

Invesco Exchng Traded Fd Tr s&p 500 ex rat shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr s&p 500 ex rat (XRLV) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Invesco Exchng Traded Fd Tr s&p 500 ex rat

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchng Traded Fd Tr s&p 500 ex rat 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 Exchng Traded Fd Tr s&p 500 ex rat by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $27k 499 54.02

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 Invesco Exchng Traded Fd Tr s&p 500 ex rat

HighTower Advisors
Jones Financial Companies, L.L
MGB Wealth Management
Apexium Financial
LPL Financial
Advisor Group Holdings
SFMG Wealth Advisors
D.A. Davidson & Co.
Janney Montgomery Scott
Two Sigma Investments
Goldman Sachs Group
WNY Asset Management
Silver Oak Securities
Goss Wealth Management
Susquehanna International

View all funds holding Invesco Exchng Traded Fd Tr s&p 500 ex rat