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Invesco Exchange Traded Fd T rusel 2000 pur shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Invesco Exchange Traded Fd T rusel 2000 pur (XSMO) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Invesco Exchange Traded Fd T rusel 2000 pur

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchange Traded Fd T rusel 2000 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 2000 pur by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $696k 9.7k 72.01

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 Exchange Traded Fd T rusel 2000 pur

LPL Financial
Advisor Group Holdings
Envestnet Asset Management
Raymond James Financial
Wells Fargo & Company
Cetera Investment Advisers
Northwestern Mutual Wealth Management Company
Gratus Wealth Advisors
Wealth Enhancement Advisory Services
CWM
Apollon Wealth Management
River Wealth Advisors
Jones Financial Companies, L.L
Janney Montgomery Scott
Bnp Paribas Arbitrage, Snc

View all funds holding Invesco Exchange Traded Fd T rusel 2000 pur