Centaurus Financial’s AllianzIM U.S. Equity Buffer20 Nov ETF NVBW Stock Holding History

Centaurus Financial’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	$815K	Hold	22,879	–	–	0.03%	457
2026 Q1	$761K	Hold	22,879	–	–	0.04%	408
2025 Q4	$774K	Buy	22,879 +13,544	+145%	+$454K	0.04%	404
2025 Q3	$311K	Hold	9,335	–	–	0.01%	665
2025 Q2	$301K	Hold	9,335	–	–	0.02%	616
2025 Q1	$286K	Hold	9,335	–	–	0.02%	589
2024 Q4	$289K	Hold	9,335	–	–	0.02%	575
2024 Q3	$283K	Hold	9,335	–	–	0.02%	550
2024 Q2	$278K	Hold	9,335	–	–	0.02%	521
2024 Q1	$273K	Hold	9,335	–	–	0.02%	528
2023 Q4	$265K	Buy	+9,335	New	+$259K	0.02%	512

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KAS

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Centaurus Financial's NVBW Position: Q2 2026 in Review

Centaurus Financial held its AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) position steady in Q2 2026 at 22,879 shares worth $815K. The position accounts for 0.03% of the portfolio, ranked #457.

Centaurus Financial first reported a position in NVBW in Q4 2023 and has held it in 11 quarters since. 50 funds tracked by Wall St. Rank hold NVBW as of Q2 2026.

Centaurus Financial held 22,879 shares of AllianzIM U.S. Equity Buffer20 Nov ETF worth $815K as of Q2 2026.
Centaurus Financial left its AllianzIM U.S. Equity Buffer20 Nov ETF share count unchanged in Q2 2026.
AllianzIM U.S. Equity Buffer20 Nov ETF made up 0.03% of Centaurus Financial's portfolio in Q2 2026, its #457 holding.
Centaurus Financial first reported a position in AllianzIM U.S. Equity Buffer20 Nov ETF in Q4 2023 and has held it in 11 quarters since.
50 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Nov ETF as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.