Clear Point Advisors’s AllianzIM U.S. Equity Buffer10 Nov ETF NVBT Stock Holding History

Clear Point 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
2024 Q4	–	Sell	-3,500	Closed	-$111K	–	389
2024 Q3	$111K	Hold	3,500	–	–	0.09%	141
2024 Q2	$109K	Hold	3,500	–	–	0.09%	140
2024 Q1	$107K	Hold	3,500	–	–	0.09%	146
2023 Q4	$102K	Buy	+3,500	New	+$98.2K	0.09%	141

Other funds holding NVBT

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWS

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

KPWS

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GFG

Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Clear Point Advisors's NVBT Position: Q4 2024 in Review

Clear Point Advisors sold out of AllianzIM U.S. Equity Buffer10 Nov ETF (NVBT) in Q4 2024, closing a stake of 3,500 shares — an estimated $111K sold.

Clear Point Advisors first reported a position in NVBT in Q4 2023 and held it in 4 quarters. The position peaked at $111K in Q3 2024. 21 funds tracked by Wall St. Rank hold NVBT as of Q4 2024.

Clear Point Advisors reported no remaining AllianzIM U.S. Equity Buffer10 Nov ETF position as of Q4 2024 after selling out during the quarter.
Clear Point Advisors sold 3,500 AllianzIM U.S. Equity Buffer10 Nov ETF shares in Q4 2024, an estimated $111K.
Clear Point Advisors first reported a position in AllianzIM U.S. Equity Buffer10 Nov ETF in Q4 2023 and held it in 4 quarters.
Clear Point Advisors's AllianzIM U.S. Equity Buffer10 Nov ETF position peaked at $111K in Q3 2024.
21 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Nov ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.