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Allianzim U.s. Large Cap Buffer20 Nov Etf shares owned by Sagespring Wealth Partners

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

Historical chart of Sagespring Wealth Partners 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 Sagespring Wealth Partners 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 Sagespring Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $330k 9.9k 33.29
2025-06-30 $427k 13k 32.22
2024-12-31 $411k 13k 30.97

More positions owned by Sagespring Wealth Partners

Fidelity Covington Trust Blue Chip Grwth (FBCG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Trimtabs Etf Tr Fcf Us Qlty Etf (ABFL)
Tcw Transform Etf Trust Transform System (PWRD)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Sagespring Wealth Partners

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