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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
Q2 		– Sell
-14,752
Closed -$528K – 2175
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 $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Concurrent Investment Advisors's NVBT Position: Q2 2026 in Review

Concurrent Investment Advisors sold out of AllianzIM U.S. Equity Buffer10 Nov ETF (NVBT) in Q2 2026, closing a stake of 14,752 shares — an estimated $528K sold.

Concurrent Investment Advisors first reported a position in NVBT in Q4 2025 and held it in 2 quarters. The position peaked at $544K in Q4 2025. 26 funds tracked by Wall St. Rank hold NVBT as of Q2 2026.

  • Concurrent Investment Advisors reported no remaining AllianzIM U.S. Equity Buffer10 Nov ETF position as of Q2 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 14,752 AllianzIM U.S. Equity Buffer10 Nov ETF shares in Q2 2026, an estimated $528K.
  • Concurrent Investment Advisors first reported a position in AllianzIM U.S. Equity Buffer10 Nov ETF in Q4 2025 and held it in 2 quarters.
  • Concurrent Investment Advisors's AllianzIM U.S. Equity Buffer10 Nov ETF position peaked at $544K in Q4 2025.
  • 26 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Nov ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.