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CoreCap Advisors’s AllianzIM U.S. Equity Buffer20 Nov ETF NVBW Stock Holding History

CoreCap Advisors’s Portfolio NVBW Stock Details NVBW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.14K Buy
+86
New +$3.11K ﹤0.01% 2380

Other funds holding NVBW

CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

CoreCap Advisors's NVBW Position: Q3 2026 in Review

CoreCap Advisors opened a new position in AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) in Q3 2026: 86 shares worth $3.14K. The stake represents ﹤0.01% of the portfolio and ranks #2380 among its holdings.

8 funds tracked by Wall St. Rank hold NVBW as of Q3 2026.

  • CoreCap Advisors held 86 shares of AllianzIM U.S. Equity Buffer20 Nov ETF worth $3.14K as of Q3 2026.
  • AllianzIM U.S. Equity Buffer20 Nov ETF was a new CoreCap Advisors position in Q3 2026.
  • AllianzIM U.S. Equity Buffer20 Nov ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2380 holding.
  • 8 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Nov ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.