Creative Planning
NVBU

Creative Planning’s AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF NVBU Stock Holding History

Creative Planning’s Portfolio NVBU Stock Details NVBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$313K Buy
11,131
+10
+0.1% +$289 ﹤0.01% 3397
2025
Q4 		$322K Hold
11,121
– – ﹤0.01% 3191
2025
Q3 		$315K Hold
11,121
– – ﹤0.01% 3098
2025
Q2 		$296K Sell
11,121
-463
-4% -$11.7K ﹤0.01% 2907
2025
Q1 		$287K Buy
+11,584
New +$297K ﹤0.01% 2798

Other funds holding NVBU

A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Creative Planning's NVBU Position: Q1 2026 in Review

Creative Planning increased its AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF (NVBU) stake by 0.09% in Q1 2026, buying an estimated $289 and bringing the position to 11,131 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #3397.

Creative Planning first reported a position in NVBU in Q1 2025 and has held it in 5 quarters since. The position peaked at $322K in Q4 2025. 32 funds tracked by Wall St. Rank hold NVBU as of Q1 2026.

  • Creative Planning held 11,131 shares of AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF worth $313K as of Q1 2026.
  • Creative Planning bought 10 AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF shares in Q1 2026, an estimated $289.
  • AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3397 holding.
  • Creative Planning first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF in Q1 2025 and has held it in 5 quarters since.
  • Creative Planning's AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF position peaked at $322K in Q4 2025.
  • 32 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.