Cambridge Investment Research Advisors’s AllianzIM U.S. Equity Buffer20 Nov ETF NVBW Stock Holding History

Cambridge Investment Research Advisors’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	$1.36M	Sell	38,248 -39,444	-51%	-$1.38M	﹤0.01%	2009
2026 Q1	$2.59M	Buy	77,692 +9,266	+14%	+$314K	0.01%	1408
2025 Q4	$2.31M	Buy	68,426 +57,538	+528%	+$1.93M	0.01%	1408
2025 Q3	$362K	Buy	10,888 +808	+8%	+$26.5K	﹤0.01%	2957
2025 Q2	$325K	Sell	10,080 -56,522	-85%	-$1.75M	﹤0.01%	2912
2025 Q1	$2.04M	Sell	66,602 -1,743	-3%	-$54.2K	0.01%	1328
2024 Q4	$2.12M	Buy	68,345 +59,348	+660%	+$1.83M	0.01%	1317
2024 Q3	$272K	Sell	8,997 -314	-3%	-$9.42K	﹤0.01%	2900
2024 Q2	$277K	Sell	9,311 -2,950	-24%	-$86.9K	﹤0.01%	2765
2024 Q1	$359K	Sell	12,261 -1	-0%	-$29	﹤0.01%	2563
2023 Q4	$348K	Buy	12,262 +2,891	+31%	+$80.1K	﹤0.01%	2486
2023 Q3	$257K	Sell	9,371 -7,978	-46%	-$223K	﹤0.01%	2618
2023 Q2	$483K	Sell	17,349 -21,441	-55%	-$576K	﹤0.01%	2157
2023 Q1	$1.02M	Sell	38,790 -4,213	-10%	-$109K	0.01%	1563
2022 Q4	$1.08M	Buy	+43,003	New	+$1.09M	0.01%	1473

Other funds holding NVBW

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

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

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cambridge Investment Research Advisors's NVBW Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) stake by 51% in Q2 2026, selling an estimated $1.38M and leaving 38,248 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #2009.

Cambridge Investment Research Advisors first reported a position in NVBW in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.59M in Q1 2026. 23 funds tracked by Wall St. Rank hold NVBW as of Q2 2026.

Cambridge Investment Research Advisors held 38,248 shares of AllianzIM U.S. Equity Buffer20 Nov ETF worth $1.36M as of Q2 2026.
Cambridge Investment Research Advisors sold 39,444 AllianzIM U.S. Equity Buffer20 Nov ETF shares in Q2 2026, an estimated $1.38M.
AllianzIM U.S. Equity Buffer20 Nov ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2009 holding.
Cambridge Investment Research Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Nov ETF in Q4 2022 and has held it in 15 quarters since.
Cambridge Investment Research Advisors's AllianzIM U.S. Equity Buffer20 Nov ETF position peaked at $2.59M in Q1 2026.
23 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Nov ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.