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Allianzim U.s. Large Cap Buffer20 Nov Etf shares owned by Maxwell Wealth Strategies

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

Historical chart of Maxwell Wealth Strategies 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 Maxwell Wealth Strategies 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 Maxwell Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-06-30 $222k 7.5k 29.79
2024-03-31 $221k 7.5k 29.53

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View all positions for Maxwell Wealth Strategies

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

Commonwealth Equity Services
Kestra Advisory Services
Advisor Group Holdings
Cetera Investment Advisers
Raymond James Financial Services Advisors
Old Mission Capital
Strategic Blueprint
Susquehanna International
Citadel Advisors
Jane Street
LPL Financial
IFP Advisors
AE Wealth Management
Envestnet Asset Management
Centaurus Financial

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