Elevated Capital Advisors’s AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF NVBU Stock Holding History

Elevated Capital Advisors’s Portfolio NVBU Stock Details NVBU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.67K	Hold	214	–	–	﹤0.01%	523
2026 Q2	$6.6K	Sell	214 -82	-28%	-$2.48K	﹤0.01%	539
2026 Q1	$8.34K	Buy	+296	New	+$8.55K	﹤0.01%	483

Other funds holding NVBU

Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $9.06B AUM 17.42% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $848M AUM 19.63% 1-Year Est. Return

Secured Retirement Advisors St Louis Park, Minnesota $198M AUM 23.51% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Money Concepts Capital Palm Beach Gardens, Florida $2.17B AUM 20.96% 1-Year Est. Return

Elevated Capital Advisors's NVBU Position: Q3 2026 in Review

Elevated Capital Advisors held its AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF (NVBU) position steady in Q3 2026 at 214 shares worth $6.67K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Elevated Capital Advisors first reported a position in NVBU in Q1 2026 and has held it in 3 quarters since. The position peaked at $8.34K in Q1 2026. 23 funds tracked by Wall St. Rank hold NVBU as of Q3 2026.

Elevated Capital Advisors held 214 shares of AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF worth $6.67K as of Q3 2026.
Elevated Capital Advisors left its AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF share count unchanged in Q3 2026.
AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q3 2026, its #523 holding.
Elevated Capital Advisors first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF in Q1 2026 and has held it in 3 quarters since.
Elevated Capital Advisors's AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF position peaked at $8.34K in Q1 2026.
23 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.