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AllianzIM U.S. Equity Buffer10 Nov ETF
NVBT
NVBT
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIMU
1
Allianz Investment Management US
Minneapolis,
Minnesota
| $1.44M | – | – | – |
|
2
Osaic Holdings
Scottsdale,
Arizona
| $1.41M | -$402K | -13,129 | -22% |
|
|
AWM
3
AE Wealth Management
Topeka,
Kansas
| $1.15M | +$1.14M | +37,039 | New |
|
|
KPWS
4
Kestra Private Wealth Services
Austin,
Texas
| $751K | -$113K | -3,698 | -13% |
|
5
Commonwealth Equity Services
Waltham,
Massachusetts
| $362K | +$52.1K | +1,700 | +17% |
|
|
AWS
6
Atria Wealth Solutions
New York
| $342K | -$515K | -16,793 | -60% |
|
7
UBS Group
Zurich,
Switzerland
| $254K | +$181K | +5,906 | +263% |
|
|
OMC
8
Old Mission Capital
Chicago,
Illinois
| $223K | +$220K | +7,167 | New |
|
|
CPA
9
Clear Point Advisors
Melville,
New York
| $109K | – | – | – |
|
|
HI
10
Harbour Investments
Madison,
Wisconsin
| $77.6K | -$33.6K | -1,096 | -31% |
|
|
BBPWM
11
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $62.3K | – | – | – |
|
12
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$10K | -340 | Closed |
|