account_balance
Investment manager · 13F filer · SEC CIK 1998018
NBZ Investment Advisors LLC
Reported value$259Mas of Sep 30, 2026
Positions82 7 new, 5 sold out
Top 10 weight63.1%DIVO alone is 10%
FiledOct 3030 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DIVOAmplify ETF Tr
9.5%
SPYMSPDR Series Trust
6.7%Trimmed −51%
BALTInnovator Etfs Trust
6.6%
SSOProshares Tr
6.5%New
GRNYTidal Trust I
6.2%
TSPAT Rowe Price Exchange-Traded
6.0%
XSMOInvesco Exchange Traded Fd T
5.7%
XMHQInvesco Exchange Traded Fd T
5.6%
JAAAJanus Detroit STR Tr
5.3%
FEGERBB Fund Trust
5.0%Trimmed −2%
TACKCapitol Ser Tr
3.8%
SCHBSchwab Strategic Tr
3.4%
DIVOAmplify ETF Tr
9.5%
SPYMSPDR Series Trust
6.7%
BALTInnovator Etfs Trust
6.6%
SSOProshares Tr
6.5%New
GRNYTidal Trust I
6.2%
TSPAT Rowe Price Exchange-Traded
6.0%
XSMOInvesco Exchange Traded Fd T
5.7%
XMHQInvesco Exchange Traded Fd T
5.6%
JAAAJanus Detroit STR Tr
5.3%
FEGERBB Fund Trust
5.0%−2%
TACKCapitol Ser Tr
3.8%
SCHBSchwab Strategic Tr
3.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DIVO Amplify ETF Tr 9.5% Held
SPYM SPDR Series Trust 6.7% Trimmed −51%
BALT Innovator Etfs Trust 6.6% Held
SSO Proshares Tr 6.5% New
GRNY Tidal Trust I 6.2% Held
TSPA T Rowe Price Exchange-Traded 6.0% Held
XSMO Invesco Exchange Traded Fd T 5.7% Held
XMHQ Invesco Exchange Traded Fd T 5.6% Held
JAAA Janus Detroit STR Tr 5.3% Held
FEGE RBB Fund Trust 5.0% Trimmed −2%
TACK Capitol Ser Tr 3.8% Held
SCHB Schwab Strategic Tr 3.4% Held
What changed
Biggest moves since Jun 30, 2026
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