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Allianzim U.s. Large Cap Buffer20 Nov Etf shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Allianzim U.s. Large Cap Buffer20 Nov Etf (NVBW) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Allianzim U.s. Large Cap Buffer20 Nov Etf

Tip: Access up to 7 years of quarterly data

All positions including Allianzim U.s. Large Cap Buffer20 Nov Etf held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Allianzim U.s. Large Cap Buffer20 Nov Etf by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-06-30 $499k 16k 32.22
2025-03-31 $499k 16k 30.60
2024-12-31 $562k 18k 30.97
2023-03-31 $265k 10k 26.39
2022-12-31 $253k 10k 25.20

More positions owned by Atria Wealth Solutions

Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Total Usd (IUSB)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Atria Wealth Solutions

Top funds holding Allianzim U.s. Large Cap Buffer20 Nov Etf

Mid-American Wealth Advisory Group
American Asset Management
Commonwealth Equity Services
Kestra Advisory Services
Advisor Group Holdings
Cetera Investment Advisers
LPL Financial
Raymond James Financial
Castle Rock Wealth Management
Susquehanna International
Old Mission Capital
Spire Wealth Management
Atria Wealth Solutions
Harbour Investments
Focus Financial Network

View all funds holding Allianzim U.s. Large Cap Buffer20 Nov Etf