AWA
NVBW icon

Authentikos Wealth Advisory’s AllianzIM U.S. Equity Buffer20 Nov ETF NVBW Stock Holding History

Authentikos Wealth Advisory’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
Q3 		– Sell
-232,738
Closed -$7.5M – 62
2025
Q2 		$7.5M Buy
+232,738
New +$7.21M 5.22% 5

Other funds holding NVBW

MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Authentikos Wealth Advisory's NVBW Position: Q3 2025 in Review

Authentikos Wealth Advisory sold out of AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) in Q3 2025, closing a stake of 232,738 shares — an estimated $7.5M sold.

Authentikos Wealth Advisory first reported a position in NVBW in Q2 2025 and held it in 1 quarter. The position peaked at $7.5M in Q2 2025. 36 funds tracked by Wall St. Rank hold NVBW as of Q3 2025.

  • Authentikos Wealth Advisory reported no remaining AllianzIM U.S. Equity Buffer20 Nov ETF position as of Q3 2025 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 232,738 AllianzIM U.S. Equity Buffer20 Nov ETF shares in Q3 2025, an estimated $7.5M.
  • Authentikos Wealth Advisory first reported a position in AllianzIM U.S. Equity Buffer20 Nov ETF in Q2 2025 and held it in 1 quarter.
  • Authentikos Wealth Advisory's AllianzIM U.S. Equity Buffer20 Nov ETF position peaked at $7.5M in Q2 2025.
  • 36 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Nov ETF as of Q3 2025.

Based on Authentikos Wealth Advisory's 13F filing for Q3 2025, filed 5 Nov 2025.