Cambridge Investment Research Advisors’s AllianzIM U.S. Equity Buffer10 Nov ETF NVBT Stock Holding History

Cambridge Investment Research Advisors’s Portfolio NVBT Stock Details NVBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-81,011	Closed	-$2.15M	–	3257
2023 Q1	$2.15M	Buy	81,011 +16,051	+25%	+$417K	0.01%	1084
2022 Q4	$1.63M	Buy	+64,960	New	+$1.64M	0.01%	1196

Other funds holding NVBT

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

KAS

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cambridge Investment Research Advisors's NVBT Position: Q2 2023 in Review

Cambridge Investment Research Advisors sold out of AllianzIM U.S. Equity Buffer10 Nov ETF (NVBT) in Q2 2023, closing a stake of 81,011 shares — an estimated $2.15M sold.

Cambridge Investment Research Advisors first reported a position in NVBT in Q4 2022 and held it in 2 quarters. The position peaked at $2.15M in Q1 2023. 8 funds tracked by Wall St. Rank hold NVBT as of Q2 2023.

Cambridge Investment Research Advisors reported no remaining AllianzIM U.S. Equity Buffer10 Nov ETF position as of Q2 2023 after selling out during the quarter.
Cambridge Investment Research Advisors sold 81,011 AllianzIM U.S. Equity Buffer10 Nov ETF shares in Q2 2023, an estimated $2.15M.
Cambridge Investment Research Advisors first reported a position in AllianzIM U.S. Equity Buffer10 Nov ETF in Q4 2022 and held it in 2 quarters.
Cambridge Investment Research Advisors's AllianzIM U.S. Equity Buffer10 Nov ETF position peaked at $2.15M in Q1 2023.
8 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Nov ETF as of Q2 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2023, filed 13 Jul 2023.