Elevation Wealth Management »

Allianzim U.s. Large Cap Buffer20 Nov Etf shares owned by Elevation Wealth Management

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

Historical chart of Elevation 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 Elevation Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Allianzim U.s. Large Cap Buffer20 Nov Etf by Elevation Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $347k 10k 33.28

More positions owned by Elevation Wealth Management

J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Aim Etf Products Trust Allianzim Us Equ (OCTW)
Spdr Series Trust State Street Spd (SPYM)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
J P Morgan Exchange Traded F Active Growth (JGRO)
J P Morgan Exchange Traded F Active Value Etf (JAVA)

View all positions for Elevation Wealth Management

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

Commonwealth Equity Services
American Asset Management
Cetera Investment Advisers
Advisor Group Holdings
Kestra Advisory Services
Allianz Se
LPL Financial
Allianz Investment Management
Raymond James Financial
Cambridge Investment Research Advisors
Castle Rock Wealth Management
PFG Advisors
Spire Wealth Management
Harbour Investments
Susquehanna International

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