Diversify Wealth Management’s AllianzIM U.S. Equity Buffer20 Nov ETF NVBW Stock Holding History

Diversify Wealth Management’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	Hold	10,456	–	–	0.01%	979
2026 Q1	$363K	Buy	+10,456	New	+$354K	0.01%	903

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

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

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 Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return

Diversify Wealth Management's NVBW Position: Q3 2026 in Review

Diversify Wealth Management 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 Wealth Management first reported a position in NVBW in Q1 2026 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold NVBW as of Q3 2026.

Diversify Wealth Management held 10,456 shares of AllianzIM U.S. Equity Buffer20 Nov ETF worth $385K as of Q3 2026.
Diversify Wealth Management 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 Wealth Management's portfolio in Q3 2026, its #1014 holding.
Diversify Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Nov ETF in Q1 2026 and has held it in 3 quarters since.
17 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Nov ETF as of Q3 2026.

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