AWE
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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
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

Commonwealth Equity Services
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Avidian Wealth Enterprises's NVBW Position: Q2 2026 in Review

Avidian Wealth Enterprises held its AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) position steady in Q2 2026 at 10,923 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #532.

Avidian Wealth Enterprises first reported a position in NVBW in Q4 2025 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold NVBW as of Q2 2026.

  • Avidian Wealth Enterprises held 10,923 shares of AllianzIM U.S. Equity Buffer20 Nov ETF worth $389K as of Q2 2026.
  • Avidian Wealth Enterprises left its AllianzIM U.S. Equity Buffer20 Nov ETF share count unchanged in Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Nov ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #532 holding.
  • Avidian Wealth Enterprises first reported a position in AllianzIM U.S. Equity Buffer20 Nov ETF in Q4 2025 and has held it in 3 quarters since.
  • 23 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Nov ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.