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Allianzim U.s. Large Cap Buffer20 Nov Etf shares owned by Creative Planning

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

Historical chart of Creative Planning 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 Creative Planning 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 Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $206k 6.2k 33.29

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View all positions for Creative Planning

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