Creative Financial Designs’s AllianzIM U.S. Equity Buffer10 Nov ETF NVBT Stock Holding History

Creative Financial Designs’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 Q3	$9.07K	Hold	223	–	–	﹤0.01%	1628
2026 Q2	$8.83K	Sell	223 -45	-17%	-$1.74K	﹤0.01%	1546
2026 Q1	$9.6K	Hold	268	–	–	﹤0.01%	1424
2025 Q4	$9.9K	Sell	268 -9	-3%	-$328	﹤0.01%	1366
2025 Q3	$10K	Hold	277	–	–	﹤0.01%	1365
2025 Q2	$9.5K	Hold	277	–	–	﹤0.01%	1358
2025 Q1	$8.83K	Sell	277 -36	-12%	-$1.18K	﹤0.01%	1330
2024 Q4	$10.2K	Sell	313 -572	-65%	-$18.6K	﹤0.01%	1247
2024 Q3	$28.1K	Buy	+885	New	+$27.8K	﹤0.01%	946

Other funds holding NVBT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

Creative Financial Designs's NVBT Position: Q3 2026 in Review

Creative Financial Designs held its AllianzIM U.S. Equity Buffer10 Nov ETF (NVBT) position steady in Q3 2026 at 223 shares worth $9.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1628.

Creative Financial Designs first reported a position in NVBT in Q3 2024 and has held it in 9 quarters since. The position peaked at $28.1K in Q3 2024. 13 funds tracked by Wall St. Rank hold NVBT as of Q3 2026.

Creative Financial Designs held 223 shares of AllianzIM U.S. Equity Buffer10 Nov ETF worth $9.07K as of Q3 2026.
Creative Financial Designs left its AllianzIM U.S. Equity Buffer10 Nov ETF share count unchanged in Q3 2026.
AllianzIM U.S. Equity Buffer10 Nov ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q3 2026, its #1628 holding.
Creative Financial Designs first reported a position in AllianzIM U.S. Equity Buffer10 Nov ETF in Q3 2024 and has held it in 9 quarters since.
Creative Financial Designs's AllianzIM U.S. Equity Buffer10 Nov ETF position peaked at $28.1K in Q3 2024.
13 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Nov ETF as of Q3 2026.

Based on Creative Financial Designs's 13F filing for Q3 2026, filed 4 Nov 2026.