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 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

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

KAS

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 $509M AUM 36.93% 1-Year Est. Return

SWM

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

Diversify Advisory Services's NVBW Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) in Q2 2026: 10,456 shares worth $373K. The stake represents 0.01% of the portfolio and ranks #979 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in NVBW as recently as Q4 2025.

Diversify Advisory Services first reported a position in NVBW in Q2 2024 and has held it in 4 quarters since. 50 funds tracked by Wall St. Rank hold NVBW as of Q2 2026.

Diversify Advisory Services held 10,456 shares of AllianzIM U.S. Equity Buffer20 Nov ETF worth $373K as of Q2 2026.
AllianzIM U.S. Equity Buffer20 Nov ETF was a new Diversify Advisory Services position in Q2 2026.
AllianzIM U.S. Equity Buffer20 Nov ETF made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #979 holding.
Diversify Advisory Services first reported a position in AllianzIM U.S. Equity Buffer20 Nov ETF in Q2 2024 and has held it in 4 quarters since.
50 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Nov ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.