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Concurrent Investment Advisors’s AllianzIM U.S. Equity Buffer10 Nov ETF NVBT Stock Holding History

Concurrent Investment 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
2026
Q1 		$528K Hold
14,752
– – 0.01% 1189
2025
Q4 		$544K Buy
+14,752
New +$538K 0.01% 1110

Other funds holding NVBT

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

Concurrent Investment Advisors's NVBT Position: Q1 2026 in Review

Concurrent Investment Advisors held its AllianzIM U.S. Equity Buffer10 Nov ETF (NVBT) position steady in Q1 2026 at 14,752 shares worth $528K. The position accounts for 0.01% of the portfolio, ranked #1189.

Concurrent Investment Advisors first reported a position in NVBT in Q4 2025 and has held it in 2 quarters since. The position peaked at $544K in Q4 2025. 27 funds tracked by Wall St. Rank hold NVBT as of Q1 2026.

  • Concurrent Investment Advisors held 14,752 shares of AllianzIM U.S. Equity Buffer10 Nov ETF worth $528K as of Q1 2026.
  • Concurrent Investment Advisors left its AllianzIM U.S. Equity Buffer10 Nov ETF share count unchanged in Q1 2026.
  • AllianzIM U.S. Equity Buffer10 Nov ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1189 holding.
  • Concurrent Investment Advisors first reported a position in AllianzIM U.S. Equity Buffer10 Nov ETF in Q4 2025 and has held it in 2 quarters since.
  • Concurrent Investment Advisors's AllianzIM U.S. Equity Buffer10 Nov ETF position peaked at $544K in Q4 2025.
  • 27 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Nov ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.