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Allianzim U.s. Large Cap Buffer20 Nov Etf shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial Group 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 Pensionmark Financial Group 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $757k 22k 33.83

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SPLG)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Ishares Tr S&p 500 Grwt Etf (IVW)
Broadcom (AVGO)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Pensionmark Financial Group

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

American Asset Management
Commonwealth Equity Services
Kestra Advisory Services
Advisor Group Holdings
PFG Advisors
Cetera Investment Advisers
Cambridge Investment Research Advisors
Spire Wealth Management
LPL Financial
Raymond James Financial
Castle Rock Wealth Management
Susquehanna International
Old Mission Capital
Tyche Wealth Partners
Pensionmark Financial Group

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