Allegheny Financial Group’s AllianzIM U.S. Equity Buffer20 Nov ETF NVBW Stock Holding History

Allegheny Financial Group’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 Q2	$205K	Buy	+5,760	New	+$202K	0.02%	291

Other funds holding NVBW

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AAM

American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Allegheny Financial Group's NVBW Position: Q2 2026 in Review

Allegheny Financial Group opened a new position in AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) in Q2 2026: 5,760 shares worth $205K. The stake represents 0.02% of the portfolio and ranks #291 among its holdings.

50 funds tracked by Wall St. Rank hold NVBW as of Q2 2026.

Allegheny Financial Group held 5,760 shares of AllianzIM U.S. Equity Buffer20 Nov ETF worth $205K as of Q2 2026.
AllianzIM U.S. Equity Buffer20 Nov ETF was a new Allegheny Financial Group position in Q2 2026.
AllianzIM U.S. Equity Buffer20 Nov ETF made up 0.02% of Allegheny Financial Group's portfolio in Q2 2026, its #291 holding.
50 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Nov ETF as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.