BFWM
NVBU

Bright Futures Wealth Management’s AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF NVBU Stock Holding History

Bright Futures Wealth Management’s Portfolio NVBU Stock Details NVBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-81,011
Closed -$2.12M – 131
2024
Q4 		$2.12M Buy
+81,011
New +$2.1M 1.88% 16

Other funds holding NVBU

AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bright Futures Wealth Management's NVBU Position: Q1 2025 in Review

Bright Futures Wealth Management sold out of AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF (NVBU) in Q1 2025, closing a stake of 81,011 shares — an estimated $2.12M sold.

Bright Futures Wealth Management first reported a position in NVBU in Q4 2024 and held it in 1 quarter. The position peaked at $2.12M in Q4 2024. 16 funds tracked by Wall St. Rank hold NVBU as of Q1 2025.

  • Bright Futures Wealth Management reported no remaining AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF position as of Q1 2025 after selling out during the quarter.
  • Bright Futures Wealth Management sold 81,011 AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF shares in Q1 2025, an estimated $2.12M.
  • Bright Futures Wealth Management first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF in Q4 2024 and held it in 1 quarter.
  • Bright Futures Wealth Management's AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF position peaked at $2.12M in Q4 2024.
  • 16 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF as of Q1 2025.

Based on Bright Futures Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.