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

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

Historical chart of Wealthsource 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 Wealthsource 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 Wealthsource Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $205k 7.2k 28.41
2023-06-30 $201k 7.2k 27.86
2022-12-31 $649k 26k 25.20

More positions owned by Wealthsource Partners

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Mbs Etf (MBB)
Apple (AAPL)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
First Tr Exchange-traded First Tr Enh New (FTSM)

View all positions for Wealthsource 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
Raymond James Financial Services Advisors
Spire Wealth Management
Jane Street
LPL Financial
Atria Wealth Solutions
Joseph P. Lucia & Associates
Old Mission Capital
Strategic Blueprint
Citadel Advisors

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