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Invesco Exchange Traded Fd T dynmc lrg valu shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Invesco Exchange Traded Fd T dynmc lrg valu (PWV) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Invesco Exchange Traded Fd T dynmc lrg valu

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchange Traded Fd T dynmc lrg valu 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 dynmc lrg valu by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $80k 1.3k 59.51
2024-12-31 $76k 1.3k 56.88

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Amazon Call Call Option (Principal) (AMZN)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Specialized Funds Div App Etf (VIG)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for MAI Wealth Advisors

Top funds holding Invesco Exchange Traded Fd T dynmc lrg valu

Morgan Stanley
LPL Financial
Bank of America Corporation
Pnc Financial Services
UBS Group
Atlas Private Wealth Advisors
Commonwealth Equity Services
IAG Wealth Partners
Raymond James Financial
Envestnet Asset Management
Wharton Business Group
Wells Fargo & Company
Cullen Frost Bankers
Kestra Advisory Services
Royal Bank of Canada

View all funds holding Invesco Exchange Traded Fd T dynmc lrg valu

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