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Accurate Wealth Management’s AllianzIM U.S. Equity Buffer10 Nov ETF NVBT Stock Holding History

Accurate Wealth Management’s Portfolio NVBT Stock Details NVBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$311K Sell
7,795
-1,495
-16% -$57.8K 0.03% 456
2026
Q1 		$343K Buy
9,290
+288
+3% +$10.6K 0.04% 393
2025
Q4 		$335K Buy
+9,002
New +$328K 0.04% 374

Other funds holding NVBT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
NF
Nvest Financial Portsmouth, New Hampshire $316M AUM 29.79% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Accurate Wealth Management's NVBT Position: Q2 2026 in Review

Accurate Wealth Management reduced its AllianzIM U.S. Equity Buffer10 Nov ETF (NVBT) stake by 16% in Q2 2026, selling an estimated $57.8K and leaving 7,795 shares worth $311K. The position accounts for 0.03% of the portfolio, ranked #456.

Accurate Wealth Management first reported a position in NVBT in Q4 2025 and has held it in 3 quarters since. The position peaked at $343K in Q1 2026. 8 funds tracked by Wall St. Rank hold NVBT as of Q2 2026.

  • Accurate Wealth Management held 7,795 shares of AllianzIM U.S. Equity Buffer10 Nov ETF worth $311K as of Q2 2026.
  • Accurate Wealth Management sold 1,495 AllianzIM U.S. Equity Buffer10 Nov ETF shares in Q2 2026, an estimated $57.8K.
  • AllianzIM U.S. Equity Buffer10 Nov ETF made up 0.03% of Accurate Wealth Management's portfolio in Q2 2026, its #456 holding.
  • Accurate Wealth Management first reported a position in AllianzIM U.S. Equity Buffer10 Nov ETF in Q4 2025 and has held it in 3 quarters since.
  • Accurate Wealth Management's AllianzIM U.S. Equity Buffer10 Nov ETF position peaked at $343K in Q1 2026.
  • 8 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Nov ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.