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Consolidated Portfolio Review Corp’s AllianzIM U.S. Equity Buffer10 Nov ETF NVBT Stock Holding History

Consolidated Portfolio Review Corp’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
2025
Q3 		– Sell
-14,078
Closed -$483K – 482
2025
Q2 		$483K Buy
+14,078
New +$456K 0.07% 263

Other funds holding NVBT

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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Consolidated Portfolio Review Corp's NVBT Position: Q3 2025 in Review

Consolidated Portfolio Review Corp sold out of AllianzIM U.S. Equity Buffer10 Nov ETF (NVBT) in Q3 2025, closing a stake of 14,078 shares — an estimated $483K sold.

Consolidated Portfolio Review Corp first reported a position in NVBT in Q2 2025 and held it in 1 quarter. The position peaked at $483K in Q2 2025. 19 funds tracked by Wall St. Rank hold NVBT as of Q3 2025.

  • Consolidated Portfolio Review Corp reported no remaining AllianzIM U.S. Equity Buffer10 Nov ETF position as of Q3 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 14,078 AllianzIM U.S. Equity Buffer10 Nov ETF shares in Q3 2025, an estimated $483K.
  • Consolidated Portfolio Review Corp first reported a position in AllianzIM U.S. Equity Buffer10 Nov ETF in Q2 2025 and held it in 1 quarter.
  • Consolidated Portfolio Review Corp's AllianzIM U.S. Equity Buffer10 Nov ETF position peaked at $483K in Q2 2025.
  • 19 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Nov ETF as of Q3 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q3 2025, filed 12 Nov 2025.