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 Q2	$8.83K	Sell	223 -45	-17%	-$1.74K	﹤0.01%	1546
2026 Q1	$9.59K	Hold	268	–	–	﹤0.01%	1424
2025 Q4	$9.88K	Sell	268 -9	-3%	-$328	﹤0.01%	1366
2025 Q3	$10K	Hold	277	–	–	﹤0.01%	1365
2025 Q2	$9.51K	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 $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IAAG

Innovative Asset Advisors Group Shelton, Connecticut $229M AUM

Nvest Financial Portsmouth, New Hampshire $316M AUM 29.79% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Creative Financial Designs's NVBT Position: Q2 2026 in Review

Creative Financial Designs reduced its AllianzIM U.S. Equity Buffer10 Nov ETF (NVBT) stake by 17% in Q2 2026, selling an estimated $1.74K and leaving 223 shares worth $8.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1546.

Creative Financial Designs first reported a position in NVBT in Q3 2024 and has held it in 8 quarters since. The position peaked at $28.1K in Q3 2024. 15 funds tracked by Wall St. Rank hold NVBT as of Q2 2026.

Creative Financial Designs held 223 shares of AllianzIM U.S. Equity Buffer10 Nov ETF worth $8.83K as of Q2 2026.
Creative Financial Designs sold 45 AllianzIM U.S. Equity Buffer10 Nov ETF shares in Q2 2026, an estimated $1.74K.
AllianzIM U.S. Equity Buffer10 Nov ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1546 holding.
Creative Financial Designs first reported a position in AllianzIM U.S. Equity Buffer10 Nov ETF in Q3 2024 and has held it in 8 quarters since.
Creative Financial Designs's AllianzIM U.S. Equity Buffer10 Nov ETF position peaked at $28.1K in Q3 2024.
15 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Nov ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.