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Capital Investment Advisory Services’s AllianzIM U.S. Equity Buffer20 Nov ETF NVBW Stock Holding History

Capital Investment Advisory Services’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 		$29.2K Hold
820
– – ﹤0.01% 1032
2026
Q1 		$27.3K Buy
+820
New +$27.8K ﹤0.01% 957

Other funds holding NVBW

AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 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
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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Capital Investment Advisory Services's NVBW Position: Q2 2026 in Review

Capital Investment Advisory Services held its AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) position steady in Q2 2026 at 820 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

Capital Investment Advisory Services first reported a position in NVBW in Q1 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold NVBW as of Q2 2026.

  • Capital Investment Advisory Services held 820 shares of AllianzIM U.S. Equity Buffer20 Nov ETF worth $29.2K as of Q2 2026.
  • Capital Investment Advisory Services 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 Capital Investment Advisory Services's portfolio in Q2 2026, its #1032 holding.
  • Capital Investment Advisory Services first reported a position in AllianzIM U.S. Equity Buffer20 Nov ETF in Q1 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Nov ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.