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 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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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 $44.6B AUM 28.94% 1-Year Est. Return

CRWM

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

Diversify Advisory Services's NVBW Position: Q1 2026 in Review

Diversify Advisory Services sold out of AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) in Q1 2026, closing a stake of 10,455 shares — an estimated $356K sold.

Diversify Advisory Services first reported a position in NVBW in Q2 2024 and held it in 3 quarters. The position peaked at $356K in Q4 2025. 44 funds tracked by Wall St. Rank hold NVBW as of Q1 2026.

Diversify Advisory Services reported no remaining AllianzIM U.S. Equity Buffer20 Nov ETF position as of Q1 2026 after selling out during the quarter.
Diversify Advisory Services sold 10,455 AllianzIM U.S. Equity Buffer20 Nov ETF shares in Q1 2026, an estimated $356K.
Diversify Advisory Services first reported a position in AllianzIM U.S. Equity Buffer20 Nov ETF in Q2 2024 and held it in 3 quarters.
Diversify Advisory Services's AllianzIM U.S. Equity Buffer20 Nov ETF position peaked at $356K in Q4 2025.
44 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Nov ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.