Envestnet Asset Management
NVBU

Envestnet Asset Management’s AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF NVBU Stock Holding History

Envestnet Asset Management’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
2025
Q2 		– Sell
-13,453
Closed -$334K – 4583
2025
Q1 		$334K Hold
13,453
– – ﹤0.01% 3863
2024
Q4 		$344K Buy
+13,453
New +$349K ﹤0.01% 3820

Other funds holding NVBU

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

Envestnet Asset Management's NVBU Position: Q2 2025 in Review

Envestnet Asset Management sold out of AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF (NVBU) in Q2 2025, closing a stake of 13,453 shares — an estimated $334K sold.

Envestnet Asset Management first reported a position in NVBU in Q4 2024 and held it in 2 quarters. The position peaked at $344K in Q4 2024. 30 funds tracked by Wall St. Rank hold NVBU as of Q2 2025.

  • Envestnet Asset Management reported no remaining AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF position as of Q2 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 13,453 AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF shares in Q2 2025, an estimated $334K.
  • Envestnet Asset Management first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF in Q4 2024 and held it in 2 quarters.
  • Envestnet Asset Management's AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF position peaked at $344K in Q4 2024.
  • 30 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF as of Q2 2025.

Based on Envestnet Asset Management's 13F filing for Q2 2025, filed 1 Aug 2025.