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Cbiz shares owned by Clear Wave Wealth Management

Quarter-by-quarter ownership of Cbiz (CBZ) shares owned by Clear Wave Wealth Management from 13F filings

Historical chart of Clear Wave Wealth Management investment in Cbiz

Tip: Access up to 7 years of quarterly data

All positions including Cbiz held by Clear Wave Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cbiz by Clear Wave Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $218k 8.1k 26.85

More positions owned by Clear Wave Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr Gold Tr Call Put Option
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Core Div Grwth (DGRO)
Jpmorgan Chase & Co Call Put Option
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Msci Usa Min Vol (USMV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Mcp Etf (IJH)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Clear Wave Wealth Management

Top funds holding Cbiz

FMR
Vanguard Group
BlackRock
Bank Of Montreal
22C Capital
Vanguard Capital Management
Vanguard Portfolio Management
Morgan Stanley
P2 Capital Partners
Geode Capital Management
State Street Corporation
Bloombergsen Investment Partners
Sunriver Management
Northern Trust
Alliancebernstein

View all funds holding Cbiz