Envestnet Asset Management
NVBT icon

Envestnet Asset Management’s AllianzIM U.S. Equity Buffer10 Nov ETF NVBT Stock Holding History

Envestnet Asset Management’s Portfolio NVBT Stock Details NVBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$442K Buy
11,163
+3,831
+52% +$148K ﹤0.01% 4171
2026
Q1 		$262K Buy
7,332
+1,578
+27% +$58.1K ﹤0.01% 4356
2025
Q4 		$212K Buy
+5,754
New +$210K ﹤0.01% 4238
2025
Q2 		– Sell
-14,467
Closed -$461K – 4523
2025
Q1 		$461K Sell
14,467
-68
-0.5% -$2.23K ﹤0.01% 3680
2024
Q4 		$475K Buy
+14,535
New +$472K ﹤0.01% 3612

Other funds holding NVBT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
IAAG
Innovative Asset Advisors Group Shelton, Connecticut $229M AUM
NF
Nvest Financial Portsmouth, New Hampshire $316M AUM 29.79% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Envestnet Asset Management's NVBT Position: Q2 2026 in Review

Envestnet Asset Management increased its AllianzIM U.S. Equity Buffer10 Nov ETF (NVBT) stake by 52% in Q2 2026, buying an estimated $148K and bringing the position to 11,163 shares worth $442K. The position accounts for ﹤0.01% of the portfolio, ranked #4171.

Envestnet Asset Management first reported a position in NVBT in Q4 2024 and has held it in 5 quarters since. The position peaked at $475K in Q4 2024. 15 funds tracked by Wall St. Rank hold NVBT as of Q2 2026.

  • Envestnet Asset Management held 11,163 shares of AllianzIM U.S. Equity Buffer10 Nov ETF worth $442K as of Q2 2026.
  • Envestnet Asset Management bought 3,831 AllianzIM U.S. Equity Buffer10 Nov ETF shares in Q2 2026, an estimated $148K.
  • AllianzIM U.S. Equity Buffer10 Nov ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4171 holding.
  • Envestnet Asset Management first reported a position in AllianzIM U.S. Equity Buffer10 Nov ETF in Q4 2024 and has held it in 5 quarters since.
  • Envestnet Asset Management's AllianzIM U.S. Equity Buffer10 Nov ETF position peaked at $475K in Q4 2024.
  • 15 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Nov ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.