CWS
NVBU

Cypress Wealth Services’s AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF NVBU Stock Holding History

Cypress Wealth Services’s Portfolio NVBU Stock Details NVBU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.65M Hold
99,652
– – 0.47% 47
2025
Q1 		$2.47M Hold
99,652
– – 0.5% 47
2024
Q4 		$2.55M Buy
+99,652
New +$2.55M 0.51% 44