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icono de NVBW

AllianzIM U.S. Equity Buffer20 Nov ETF
NVBW

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Avidian Wealth Enterprises
26
Avidian Wealth Enterprises
Texas
USD 389 k – – –
Diversify Wealth Management
27
Diversify Wealth Management
Utah
USD 373 k – – –
Diversify Advisory Services
28
Diversify Advisory Services
Utah
USD 373 k +USD 366 k +10,456 Nuevas
Elevation Wealth Management
29
Elevation Wealth Management
Minnesota
USD 371 k – – –
MML Investors Services
30
MML Investors Services
Massachusetts
USD 365 k +USD 22.2 k +633 +7%
Sagespring Wealth Partners
31
Sagespring Wealth Partners
Tennessee
USD 332 k – – –
HRT Financial
32
HRT Financial
New York
USD 267 k +USD 263 k +7,518 Nuevas
Grantvest Financial Group
33
Grantvest Financial Group
New Jersey
USD 263 k -USD 56.3 k -1,609 -18%
Patriot Financial Group Insurance Agency
34
Patriot Financial Group Insurance Agency
Massachusetts
USD 257 k -USD 253 k -7,226 -50%
AFP
35
Advus Financial Partners
Florida
USD 236 k +USD 232 k +6,637 Nuevas
Creative Planning
36
Creative Planning
Kansas
USD 235 k – – –
Taylor Securities Services
37
Taylor Securities Services
Pennsylvania
USD 231 k -USD 9.9 k -284 -4%
First Heartland Consultants
38
First Heartland Consultants
Missouri
USD 214 k -USD 4.97 k -142 -2%
Allegheny Financial Group
39
Allegheny Financial Group
Pennsylvania
USD 205 k +USD 202 k +5,760 Nuevas
Creative Financial Designs
40
Creative Financial Designs
Indiana
USD 184 k -USD 490 -14 -0.3%
JP Morgan Chase
41
JP Morgan Chase
New York
USD 175 k -USD 39.5 k -1,128 -19%
PIS
42
POM Investment Strategies
North Carolina
USD 106 k – – –
Blue Bell Private Wealth Management
43
Blue Bell Private Wealth Management
Pennsylvania
USD 71.3 k -USD 1.36 k -39 -2%
D.J. St. Germain
44
D.J. St. Germain
Massachusetts
USD 57 k – – –
Capital Investment Advisory Services
45
Capital Investment Advisory Services
North Carolina
USD 29.2 k – – –
Lloyd Advisory Services
46
Lloyd Advisory Services
Georgia
USD 17.3 k +USD 17 k +486 Nuevas
DHJJ Financial Advisors
47
DHJJ Financial Advisors
Illinois
USD 11.8 k – – –
UBS Group
48
UBS Group
Switzerland
USD 9.5 k +USD 3.04 k +87 +48%
Barclays
49
Barclays
United Kingdom
USD 4.59 k +USD 4.51 k +129 Nuevas
AE Wealth Management
50
AE Wealth Management
Kansas
USD 1.67 k +USD 1.64 k +47 Nuevas
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