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 Q2	$11.8K	Hold	330	–	–	﹤0.01%	601
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 $79.5B AUM 27.1% 1-Year Est. Return

AAM

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

DHJJ Financial Advisors's NVBW Position: Q2 2026 in Review

DHJJ Financial Advisors held its AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) position steady in Q2 2026 at 330 shares worth $11.8K. 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 11 quarters since. 50 funds tracked by Wall St. Rank hold NVBW as of Q2 2026.

DHJJ Financial Advisors held 330 shares of AllianzIM U.S. Equity Buffer20 Nov ETF worth $11.8K as of Q2 2026.
DHJJ Financial Advisors left its AllianzIM U.S. Equity Buffer20 Nov ETF share count unchanged in Q2 2026.
AllianzIM U.S. Equity Buffer20 Nov ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 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 11 quarters since.
50 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Nov ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.