Arax Advisory Partners’s AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF NVBU Stock Holding History

Arax Advisory Partners’s Portfolio NVBU Stock Details NVBU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$482K	Buy	17,125 +716	+4%	+$20.7K	0.01%	668
2025 Q4	$475K	Buy	+16,409	New	+$471K	0.01%	607
2025 Q3	–	Sell	-15,703	Closed	-$417K	–	4391
2025 Q2	$417K	Buy	15,703 +545	+4%	+$13.7K	0.02%	442
2025 Q1	$376K	Buy	+15,158	New	+$389K	0.02%	368

Other funds holding NVBU

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SRA

Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Arax Advisory Partners's NVBU Position: Q1 2026 in Review

Arax Advisory Partners increased its AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF (NVBU) stake by 4.4% in Q1 2026, buying an estimated $20.7K and bringing the position to 17,125 shares worth $482K. The position accounts for 0.01% of the portfolio, ranked #668.

Arax Advisory Partners first reported a position in NVBU in Q1 2025 and has held it in 4 quarters since. 32 funds tracked by Wall St. Rank hold NVBU as of Q1 2026.

Arax Advisory Partners held 17,125 shares of AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF worth $482K as of Q1 2026.
Arax Advisory Partners bought 716 AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF shares in Q1 2026, an estimated $20.7K.
AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF made up 0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #668 holding.
Arax Advisory Partners first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF in Q1 2025 and has held it in 4 quarters since.
32 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.