Commonwealth Equity Services
NVBU

Commonwealth Equity Services’s AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF NVBU Stock Holding History

Commonwealth Equity Services’s Portfolio NVBU Stock Details NVBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.53M Sell
49,692
-1,404
-3% -$42.4K ﹤0.01% 2366
2026
Q1 		$1.44M Sell
51,096
-25,687
-33% -$742K ﹤0.01% 2290
2025
Q4 		$2.22M Buy
76,783
+28,986
+61% +$833K ﹤0.01% 1881
2025
Q3 		$1.35M Sell
47,797
-5,100
-10% -$139K ﹤0.01% 2344
2025
Q2 		$1.41M Hold
52,897
– – ﹤0.01% 2288
2025
Q1 		$1.31M Sell
52,897
-10,389
-16% -$267K ﹤0.01% 2250
2024
Q4 		$1.62M Buy
+63,286
New +$1.64M ﹤0.01% 2023

Other funds holding NVBU

A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services's NVBU Position: Q2 2026 in Review

Commonwealth Equity Services reduced its AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF (NVBU) stake by 2.7% in Q2 2026, selling an estimated $42.4K and leaving 49,692 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #2366.

Commonwealth Equity Services first reported a position in NVBU in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.22M in Q4 2025. 24 funds tracked by Wall St. Rank hold NVBU as of Q2 2026.

  • Commonwealth Equity Services held 49,692 shares of AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF worth $1.53M as of Q2 2026.
  • Commonwealth Equity Services sold 1,404 AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF shares in Q2 2026, an estimated $42.4K.
  • AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2366 holding.
  • Commonwealth Equity Services first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF in Q4 2024 and has held it in 7 quarters since.
  • Commonwealth Equity Services's AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF position peaked at $2.22M in Q4 2025.
  • 24 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.