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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
Q1 		$363K Buy
+10,456
New +$354K 0.01% 903

Other funds holding NVBW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Diversify Wealth Management's NVBW Position: Q1 2026 in Review

Diversify Wealth Management opened a new position in AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) in Q1 2026: 10,456 shares worth $363K. The stake represents 0.01% of the portfolio and ranks #903 among its holdings.

44 funds tracked by Wall St. Rank hold NVBW as of Q1 2026.

  • Diversify Wealth Management held 10,456 shares of AllianzIM U.S. Equity Buffer20 Nov ETF worth $363K as of Q1 2026.
  • AllianzIM U.S. Equity Buffer20 Nov ETF was a new Diversify Wealth Management position in Q1 2026.
  • AllianzIM U.S. Equity Buffer20 Nov ETF made up 0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #903 holding.
  • 44 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Nov ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.