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

Elevation 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 		$371K Hold
10,420
– – 0.28% 94
2026
Q1 		$347K Sell
10,420
-400
-4% -$13.5K 0.32% 86
2025
Q4 		$366K Buy
+10,820
New +$363K 0.35% 80

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

Elevation Wealth Management's NVBW Position: Q2 2026 in Review

Elevation Wealth Management held its AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) position steady in Q2 2026 at 10,420 shares worth $371K. The position accounts for 0.28% of the portfolio, ranked #94.

Elevation Wealth Management first reported a position in NVBW in Q4 2025 and has held it in 3 quarters since. 50 funds tracked by Wall St. Rank hold NVBW as of Q2 2026.

  • Elevation Wealth Management held 10,420 shares of AllianzIM U.S. Equity Buffer20 Nov ETF worth $371K as of Q2 2026.
  • Elevation 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 0.28% of Elevation Wealth Management's portfolio in Q2 2026, its #94 holding.
  • Elevation Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Nov ETF in Q4 2025 and has held it in 3 quarters since.
  • 50 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Nov ETF as of Q2 2026.

Based on Elevation Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.