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NBZ Investment Advisors LLC

Q1 2026 13F Holdings

  • Location
    knoxville, TN
  • Num holdings

    73

  • Value ($000)

    $229,060

  • Date Filed
    05/04/2026
  • Form type
    13F-HR
  • CIK
    0001998018
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A854
$30.54M
13 %

399,068

D
DIVO

AMPLIFY ETF TR

CWP ENHANCED DIV
032108409
$23.71M
10 %

528,700

B
BALT

INNOVATOR ETFS TRUST

DEFINED WLT SHLD
45783Y855
$16.41M
7 %

490,322

J
JAAA

JANUS DETROIT STR TR

HENDRSON AAA CL
47103U845
$14.42M
6 %

286,194

X
XSMO

INVESCO EXCHANGE TRADED FD T

S&P SMLCP MOMENT
46137V498
$14.01M
6 %

184,296

T
TSPA

T ROWE PRICE ETF INC

US EQUITY RESEAR
87283Q503
$13.71M
6 %

335,256

---

TIDAL TRUST I

FUNDSTRAT GRANNY
886364231
$13.7M
6 %

573,972

X
XMHQ

INVESCO EXCHANGE TRADED FD T

S&P MDCP QUALITY
46137V472
$13.53M
6 %

130,929

---

RBB FUND TRUST

FIRST EAGLE GBL
75526L886
$11.95M
5 %

254,277

T
TACK

CAPITOL SER TR

FAIRLEAD TACTICA
14064D550
$9.71M
4 %

319,396

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