Creative Planning
NVBW icon

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

Creative Planning’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
Q1 		$219K Buy
6,593
+400
+6% +$13.5K ﹤0.01% 3667
2025
Q4 		$210K Hold
6,193
– – ﹤0.01% 3508
2025
Q3 		$206K Buy
+6,193
New +$203K ﹤0.01% 3459

Other funds holding NVBW

Commonwealth Equity Services
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Creative Planning's NVBW Position: Q1 2026 in Review

Creative Planning increased its AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) stake by 6.5% in Q1 2026, buying an estimated $13.5K and bringing the position to 6,593 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #3667.

Creative Planning first reported a position in NVBW in Q3 2025 and has held it in 3 quarters since. 44 funds tracked by Wall St. Rank hold NVBW as of Q1 2026.

  • Creative Planning held 6,593 shares of AllianzIM U.S. Equity Buffer20 Nov ETF worth $219K as of Q1 2026.
  • Creative Planning bought 400 AllianzIM U.S. Equity Buffer20 Nov ETF shares in Q1 2026, an estimated $13.5K.
  • AllianzIM U.S. Equity Buffer20 Nov ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3667 holding.
  • Creative Planning first reported a position in AllianzIM U.S. Equity Buffer20 Nov ETF in Q3 2025 and has held it in 3 quarters since.
  • 44 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Nov ETF as of Q1 2026.

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