Creative Financial Designs’s AllianzIM U.S. Equity Buffer20 Nov ETF NVBW Stock Holding History

Creative Financial Designs’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 Q2	$184K	Sell	5,175 -14	-0.3%	-$490	0.01%	623
2026 Q1	$173K	Sell	5,189 -347	-6%	-$11.7K	0.01%	544
2025 Q4	$187K	Buy	5,536 +14	+0.3%	+$469	0.01%	485
2025 Q3	$184K	Buy	5,522 +262	+5%	+$8.58K	0.01%	491
2025 Q2	$169K	Sell	5,260 -36	-0.7%	-$1.11K	0.01%	529
2025 Q1	$162K	Sell	5,296 -136	-3%	-$4.23K	0.01%	502
2024 Q4	$168K	Buy	+5,432	New	+$167K	0.01%	488

Other funds holding NVBW

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AAM

American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

KAS

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

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

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

Creative Financial Designs reduced its AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) stake by 0.27% in Q2 2026, selling an estimated $490 and leaving 5,175 shares worth $184K. The position accounts for 0.01% of the portfolio, ranked #623.

Creative Financial Designs first reported a position in NVBW in Q4 2024 and has held it in 7 quarters since. The position peaked at $187K in Q4 2025. 23 funds tracked by Wall St. Rank hold NVBW as of Q2 2026.

Creative Financial Designs held 5,175 shares of AllianzIM U.S. Equity Buffer20 Nov ETF worth $184K as of Q2 2026.
Creative Financial Designs sold 14 AllianzIM U.S. Equity Buffer20 Nov ETF shares in Q2 2026, an estimated $490.
AllianzIM U.S. Equity Buffer20 Nov ETF made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #623 holding.
Creative Financial Designs first reported a position in AllianzIM U.S. Equity Buffer20 Nov ETF in Q4 2024 and has held it in 7 quarters since.
Creative Financial Designs's AllianzIM U.S. Equity Buffer20 Nov ETF position peaked at $187K in Q4 2025.
23 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Nov ETF as of Q2 2026.

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