Diversify Advisory Services’s AllianzIM U.S. Equity Buffer20 Nov ETF NVBW Stock Holding History

Diversify Advisory Services’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 Q3	$385K	Hold	10,456	–	–	0.01%	1014
2026 Q2	$373K	Buy	+10,456	New	+$366K	0.01%	979
2026 Q1	–	Sell	-10,455	Closed	-$356K	–	637
2025 Q4	$356K	Hold	10,455	–	–	0.01%	712
2025 Q3	$351K	Buy	+10,455	New	+$343K	0.01%	667
2024 Q3	–	Sell	-7,200	Closed	-$215K	–	666
2024 Q2	$215K	Buy	+7,200	New	+$212K	0.01%	593

Other funds holding NVBW

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $346M AUM 20.07% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Diversify Advisory Services's NVBW Position: Q3 2026 in Review

Diversify Advisory Services held its AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) position steady in Q3 2026 at 10,456 shares worth $385K. The position accounts for 0.01% of the portfolio, ranked #1014.

Diversify Advisory Services first reported a position in NVBW in Q2 2024 and has held it in 5 quarters since. 23 funds tracked by Wall St. Rank hold NVBW as of Q3 2026.

Diversify Advisory Services held 10,456 shares of AllianzIM U.S. Equity Buffer20 Nov ETF worth $385K as of Q3 2026.
Diversify Advisory Services left its AllianzIM U.S. Equity Buffer20 Nov ETF share count unchanged in Q3 2026.
AllianzIM U.S. Equity Buffer20 Nov ETF made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #1014 holding.
Diversify Advisory Services first reported a position in AllianzIM U.S. Equity Buffer20 Nov ETF in Q2 2024 and has held it in 5 quarters since.
23 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Nov ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.