AWE
NVBW icon

Avidian Wealth Enterprises’s AllianzIM U.S. Equity Buffer20 Nov ETF NVBW Stock Holding History

Avidian Wealth Enterprises’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
2026
Q3 		$399K Hold
10,923
– – 0.01% 538
2026
Q2 		$389K Hold
10,923
– – 0.01% 532
2026
Q1 		$364K Hold
10,923
– – 0.01% 502
2025
Q4 		$370K Buy
+10,923
New +$366K 0.01% 435

Other funds holding NVBW

CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Avidian Wealth Enterprises's NVBW Position: Q3 2026 in Review

Avidian Wealth Enterprises held its AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) position steady in Q3 2026 at 10,923 shares worth $399K. The position accounts for 0.01% of the portfolio, ranked #538.

Avidian Wealth Enterprises first reported a position in NVBW in Q4 2025 and has held it in 4 quarters since. 8 funds tracked by Wall St. Rank hold NVBW as of Q3 2026.

  • Avidian Wealth Enterprises held 10,923 shares of AllianzIM U.S. Equity Buffer20 Nov ETF worth $399K as of Q3 2026.
  • Avidian Wealth Enterprises left its AllianzIM U.S. Equity Buffer20 Nov ETF share count unchanged in Q3 2026.
  • AllianzIM U.S. Equity Buffer20 Nov ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #538 holding.
  • Avidian Wealth Enterprises first reported a position in AllianzIM U.S. Equity Buffer20 Nov ETF in Q4 2025 and has held it in 4 quarters since.
  • 8 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Nov ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.