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Allianzim U.s. Large Cap Buffer20 Nov Etf shares owned by Jim Saulnier & Associates

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

Historical chart of Jim Saulnier & Associates 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 Jim Saulnier & Associates 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 Jim Saulnier & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $220k 6.6k 33.29
2025-06-30 $213k 6.6k 32.22
2025-03-31 $202k 6.6k 30.60
2024-12-31 $205k 6.6k 30.97

More positions owned by Jim Saulnier & Associates

Ishares Tr Core 60/40 Balan (AOR)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Ishares Tr Core 80/20 Aggre (AOA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Pgim Rock Etf Tr S&p 500 Buffer (PBJN)
Pgim Rock Etf Tr S&p 500 Buffer (PBJL)
Ishares Tr Morningstar Grwt (ILCG)
Ishares Tr Morningstr Us Eq (ILCB)
Ishares Tr Morningstar Valu (ILCV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Intrm Gov Cr Etf (GVI)
Pgim Rock Etf Tr S&p 500 Buffer (PBMY)
Pgim Rock Etf Tr S&p 500 Buffer (PBAU)

View all positions for Jim Saulnier & Associates

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