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

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

Historical chart of Spire 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 Spire Wealth Management 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 Spire Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $654k 20k 33.29
2025-06-30 $711k 22k 32.22
2025-03-31 $1.0M 33k 30.60
2024-12-31 $1.2M 37k 30.97

More positions owned by Spire Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Vanguard World Inf Tech Etf (VGT)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Broadcom (AVGO)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Costco Wholesale Corporation (COST)

View all positions for Spire Wealth Management

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