Atria Wealth Solutions’s AllianzIM U.S. Large Cap Buffer10 Nov ETF NVBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $667K | Sell |
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|
2025
Q1 | $1.04M | Sell |
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|
2024
Q4 | $1.15M | Buy |
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|
2024
Q3 | $349K | Hold |
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|
2024
Q2 | $342K | Sell |
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|
2024
Q1 | $845K | Hold |
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|
2023
Q4 | $810K | Buy |
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|
2023
Q3 | $735K | Hold |
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|
2023
Q2 | $763K | Sell |
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|
2023
Q1 | $738K | Sell |
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|
2022
Q4 | $727K | Buy |
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