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Atria Wealth Solutions’s AllianzIM U.S. Equity Buffer20 Nov ETF NVBW Stock Holding History

Atria Wealth Solutions’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
Q2 		$499K Sell
15,498
-821
-5% -$25.4K 0.01% 910
2025
Q1 		$499K Sell
16,319
-1,813
-10% -$56.4K 0.01% 1204
2024
Q4 		$562K Buy
+18,132
New +$558K 0.01% 1214
2023
Q2 		– Sell
-10,054
Closed -$265K – 1950
2023
Q1 		$265K Hold
10,054
– – ﹤0.01% 1497
2022
Q4 		$253K Buy
+10,054
New +$254K ﹤0.01% 1458

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