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

Other funds holding NVBW

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

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

AWA

Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return

KAS

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Atria Wealth Solutions's NVBW Position: Q2 2025 in Review

Atria Wealth Solutions reduced its AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) stake by 5% in Q2 2025, selling an estimated $25.4K and leaving 15,498 shares worth $499K. The position accounts for 0.01% of the portfolio, ranked #910.

Atria Wealth Solutions first reported a position in NVBW in Q4 2022 and has held it in 5 quarters since. The position peaked at $562K in Q4 2024. 38 funds tracked by Wall St. Rank hold NVBW as of Q2 2025.

Atria Wealth Solutions held 15,498 shares of AllianzIM U.S. Equity Buffer20 Nov ETF worth $499K as of Q2 2025.
Atria Wealth Solutions sold 821 AllianzIM U.S. Equity Buffer20 Nov ETF shares in Q2 2025, an estimated $25.4K.
AllianzIM U.S. Equity Buffer20 Nov ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #910 holding.
Atria Wealth Solutions first reported a position in AllianzIM U.S. Equity Buffer20 Nov ETF in Q4 2022 and has held it in 5 quarters since.
Atria Wealth Solutions's AllianzIM U.S. Equity Buffer20 Nov ETF position peaked at $562K in Q4 2024.
38 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Nov ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.