DHJJ Financial Advisors’s AllianzIM U.S. Equity Buffer20 Nov ETF NVBW Stock Holding History

DHJJ Financial Advisors’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	$11K	Hold	330	–	–	﹤0.01%	601
2025 Q4	$11.2K	Hold	330	–	–	﹤0.01%	566
2025 Q3	$11K	Hold	330	–	–	﹤0.01%	552
2025 Q2	$10.6K	Hold	330	–	–	﹤0.01%	540
2025 Q1	$10.1K	Hold	330	–	–	﹤0.01%	513
2024 Q4	$10.2K	Hold	330	–	–	﹤0.01%	499
2024 Q3	$9.99K	Hold	330	–	–	﹤0.01%	501
2024 Q2	$9.83K	Hold	330	–	–	﹤0.01%	461
2024 Q1	$9.65K	Hold	330	–	–	﹤0.01%	452
2023 Q4	$9.37K	Buy	+330	New	+$9.15K	﹤0.01%	452

Other funds holding NVBW

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AAM

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CRWM

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

DHJJ Financial Advisors's NVBW Position: Q1 2026 in Review

DHJJ Financial Advisors held its AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) position steady in Q1 2026 at 330 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #601.

DHJJ Financial Advisors first reported a position in NVBW in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.2K in Q4 2025. 44 funds tracked by Wall St. Rank hold NVBW as of Q1 2026.

DHJJ Financial Advisors held 330 shares of AllianzIM U.S. Equity Buffer20 Nov ETF worth $11K as of Q1 2026.
DHJJ Financial Advisors left its AllianzIM U.S. Equity Buffer20 Nov ETF share count unchanged in Q1 2026.
AllianzIM U.S. Equity Buffer20 Nov ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #601 holding.
DHJJ Financial Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Nov ETF in Q4 2023 and has held it in 10 quarters since.
DHJJ Financial Advisors's AllianzIM U.S. Equity Buffer20 Nov ETF position peaked at $11.2K in Q4 2025.
44 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Nov ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.