Envestnet Asset Management
NVBW icon

Envestnet Asset Management’s AllianzIM U.S. Large Cap Buffer20 Nov ETF NVBW Stock Holding History

Envestnet Asset 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
2025
Q2 		$357K Sell
2025
Q1 		$342K Buy
2024
Q4 		$341K Buy
2024
Q3 		– Sell
2024
Q2 		$285K Sell
2024
Q1 		$476K Hold
2023
Q4 		$463K Buy
2023
Q3 		$216K Hold
2023
Q2 		$219K Hold
2023
Q1 		$207K Buy