Cetera Investment Advisers
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Cetera Investment Advisers’s AllianzIM U.S. Equity Buffer20 Nov ETF NVBW Stock Holding History

Cetera Investment Advisers’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
Q1 		$6.83M Buy
205,340
+2,998
+1% +$101K 0.01% 1308
2025
Q4 		$6.85M Buy
202,342
+132,421
+189% +$4.44M 0.01% 1255
2025
Q3 		$2.33M Sell
69,921
-2,384
-3% -$78.1K ﹤0.01% 2045
2025
Q2 		$2.33M Buy
72,305
+546
+0.8% +$16.9K ﹤0.01% 1733
2025
Q1 		$2.2M Sell
71,759
-619
-0.9% -$19.2K ﹤0.01% 1683
2024
Q4 		$2.24M Buy
72,378
+11,346
+19% +$349K ﹤0.01% 1568
2024
Q3 		$1.85M Sell
61,032
-1,287
-2% -$38.6K ﹤0.01% 1677
2024
Q2 		$1.86M Sell
62,319
-9,326
-13% -$275K ﹤0.01% 1630
2024
Q1 		$2.1M Buy
71,645
+37,405
+109% +$1.08M ﹤0.01% 1511
2023
Q4 		$973K Buy
34,240
+20,450
+148% +$567K 0.01% 1116
2023
Q3 		$379K Sell
13,790
-6,330
-31% -$177K ﹤0.01% 1580
2023
Q2 		$561K Sell
20,120
-1,413
-7% -$38K ﹤0.01% 1388
2023
Q1 		$568K Sell
21,533
-3,923
-15% -$102K 0.01% 1353
2022
Q4 		$642K Buy
+25,456
New +$643K 0.01% 1238

Other funds holding NVBW

Commonwealth Equity Services
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Cetera Investment Advisers's NVBW Position: Q1 2026 in Review

Cetera Investment Advisers increased its AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) stake by 1.5% in Q1 2026, buying an estimated $101K and bringing the position to 205,340 shares worth $6.83M. The position accounts for 0.01% of the portfolio, ranked #1308.

Cetera Investment Advisers first reported a position in NVBW in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.85M in Q4 2025. 44 funds tracked by Wall St. Rank hold NVBW as of Q1 2026.

  • Cetera Investment Advisers held 205,340 shares of AllianzIM U.S. Equity Buffer20 Nov ETF worth $6.83M as of Q1 2026.
  • Cetera Investment Advisers bought 2,998 AllianzIM U.S. Equity Buffer20 Nov ETF shares in Q1 2026, an estimated $101K.
  • AllianzIM U.S. Equity Buffer20 Nov ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1308 holding.
  • Cetera Investment Advisers first reported a position in AllianzIM U.S. Equity Buffer20 Nov ETF in Q4 2022 and has held it in 14 quarters since.
  • Cetera Investment Advisers's AllianzIM U.S. Equity Buffer20 Nov ETF position peaked at $6.85M in Q4 2025.
  • 44 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Nov ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.