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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

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Quarterly 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