AWM
NVBW icon

AE Wealth Management’s AllianzIM U.S. Equity Buffer20 Nov ETF NVBW Stock Holding History

AE Wealth Management’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
2025
Q3 		– Sell
-220
Closed -$7.09K – 2346
2025
Q2 		$7.09K Buy
220
+158
+255% +$4.89K ﹤0.01% 1921
2025
Q1 		$1.9K Buy
+62
New +$1.93K ﹤0.01% 2036
2024
Q4 		– Sell
-12,919
Closed -$391K – 2151
2024
Q3 		$391K Sell
12,919
-1,102
-8% -$33.1K ﹤0.01% 952
2024
Q2 		$418K Buy
14,021
+230
+2% +$6.77K ﹤0.01% 931
2024
Q1 		$403K Sell
13,791
-1,466
-10% -$42.3K ﹤0.01% 879
2023
Q4 		$438K Buy
+15,257
New +$423K ﹤0.01% 1522

Other funds holding NVBW

MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $237M AUM 2.06% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return