Allianzim U.s. Large Cap Buffer20 Nov Etf shares owned by Blue Bell Private Wealth Management
Quarter-by-quarter ownership of Allianzim U.s. Large Cap Buffer20 Nov Etf (NVBW) shares owned by Blue Bell Private Wealth Management
from 13F filings
Historical chart of Blue Bell Private Wealth Management 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 Blue Bell Private Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Allianzim U.s. Large Cap Buffer20 Nov Etf by Blue Bell Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $69k | 2.1k | 33.28 |
| 2025-06-30 | $71k | 2.2k | 32.22 |
| 2025-03-31 | $67k | 2.2k | 30.60 |
| 2024-12-31 | $69k | 2.2k | 30.97 |
| 2024-09-30 | $67k | 2.2k | 30.28 |
| 2024-06-30 | $67k | 2.3k | 29.79 |
| 2024-03-31 | $68k | 2.3k | 29.26 |
| 2023-12-31 | $66k | 2.3k | 28.40 |
| 2023-09-30 | $63k | 2.3k | 27.47 |
| 2023-06-30 | $66k | 2.4k | 27.86 |
| 2023-03-31 | $47k | 1.8k | 26.39 |
| 2022-12-31 | $40k | 1.6k | 25.20 |
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