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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.67M	Sell	86,684 -8,995	-9%	-$272K	0.33%	64
2026 Q1	$2.69M	Hold	95,679	–	–	0.38%	60
2025 Q4	$2.77M	Sell	95,679 -3,973	-4%	-$114K	0.38%	55
2025 Q3	$2.82M	Hold	99,652	–	–	0.46%	46
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	+$2.58M	0.51%	44

Other funds holding NVBU

SRA

Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return

FFA

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Cypress Wealth Services's NVBU Position: Q2 2026 in Review

Cypress Wealth Services reduced its AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF (NVBU) stake by 9.4% in Q2 2026, selling an estimated $272K and leaving 86,684 shares worth $2.67M. The position accounts for 0.33% of the portfolio, ranked #64.

Cypress Wealth Services first reported a position in NVBU in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.82M in Q3 2025. 5 funds tracked by Wall St. Rank hold NVBU as of Q2 2026.

Cypress Wealth Services held 86,684 shares of AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF worth $2.67M as of Q2 2026.
Cypress Wealth Services sold 8,995 AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF shares in Q2 2026, an estimated $272K.
AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF made up 0.33% of Cypress Wealth Services's portfolio in Q2 2026, its #64 holding.
Cypress Wealth Services first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF in Q4 2024 and has held it in 7 quarters since.
Cypress Wealth Services's AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF position peaked at $2.82M in Q3 2025.
5 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.