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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
Q2 		$373K Hold
10,456
– – 0.01% 979
2026
Q1 		$363K Buy
+10,456
New +$354K 0.01% 903

Other funds holding NVBW

Commonwealth Equity Services
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
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Osaic Holdings
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
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 Wealth Management's NVBW Position: Q2 2026 in Review

Diversify Wealth Management held its AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) position steady in Q2 2026 at 10,456 shares worth $373K. The position accounts for 0.01% of the portfolio, ranked #979.

Diversify Wealth Management first reported a position in NVBW in Q1 2026 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold NVBW as of Q2 2026.

  • Diversify Wealth Management held 10,456 shares of AllianzIM U.S. Equity Buffer20 Nov ETF worth $373K as of Q2 2026.
  • Diversify Wealth Management left its AllianzIM U.S. Equity Buffer20 Nov ETF share count unchanged in Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Nov ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #979 holding.
  • Diversify Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Nov ETF in Q1 2026 and has held it in 2 quarters since.
  • 50 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Nov ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.