MAI Wealth Advisors »

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

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-03-31 $34k 680 50.20
2024-12-31 $37k 680 54.48

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 Fd T rusel 2000 val

LPL Financial
ValMark Advisers
360 Financial
Banco Santander
Advisor Group Holdings
CWM
Traction Financial Partners
Commonwealth Equity Services
Cetera Investment Advisers
Altman Advisors
Envestnet Asset Management
Janney Montgomery Scott
CIBC World Markets
Private Advisor
Northwestern Mutual Wealth Management Company

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