NBZ Investment Advisors LLC: 13F holdings
CIK 19980182026Q2
| Positions | 80 |
|---|---|
| Reported value | $256.5m |
| Filed | 2026-08-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPYM SPDR SERIES TRUST | 394,763 | $34.7m | 13.5% |
| DIVO AMPLIFY ETF TR | 528,957 | $24.2m | 9.4% |
| INNOVATOR ETFS TRUST | 490,105 | $16.8m | 6.5% |
| INVESCO EXCHANGE TRADED FD T | 178,992 | $16.8m | 6.5% |
| T ROWE PRICE EXCHANGE-TRADED | 328,035 | $15.6m | 6.1% |
| TIDAL TRUST I | 561,294 | $15.5m | 6.1% |
| XMHQ INVESCO EXCHANGE TRADED FD T | 129,534 | $14.6m | 5.7% |
| JAAA JANUS DETROIT STR TR | 274,249 | $13.8m | 5.4% |
| RBB FUND TRUST | 261,301 | $12.8m | 5.0% |
| CAPITOL SER TR | 316,502 | $10.0m | 3.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1998018")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.