AFS
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Access Financial Services’s AllianzIM U.S. Equity Buffer20 Nov ETF NVBW Stock Holding History

Access Financial Services’s Portfolio NVBW Stock Details NVBW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-29,170
Closed -$987K – 105
2025
Q4 		$987K Buy
+29,170
New +$978K 0.36% 49

Other funds holding NVBW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Access Financial Services's NVBW Position: Q1 2026 in Review

Access Financial Services sold out of AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) in Q1 2026, closing a stake of 29,170 shares — an estimated $987K sold.

Access Financial Services first reported a position in NVBW in Q4 2025 and held it in 1 quarter. The position peaked at $987K in Q4 2025. 44 funds tracked by Wall St. Rank hold NVBW as of Q1 2026.

  • Access Financial Services reported no remaining AllianzIM U.S. Equity Buffer20 Nov ETF position as of Q1 2026 after selling out during the quarter.
  • Access Financial Services sold 29,170 AllianzIM U.S. Equity Buffer20 Nov ETF shares in Q1 2026, an estimated $987K.
  • Access Financial Services first reported a position in AllianzIM U.S. Equity Buffer20 Nov ETF in Q4 2025 and held it in 1 quarter.
  • Access Financial Services's AllianzIM U.S. Equity Buffer20 Nov ETF position peaked at $987K in Q4 2025.
  • 44 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Nov ETF as of Q1 2026.

Based on Access Financial Services's 13F filing for Q1 2026, filed 15 Apr 2026.