Farther Finance Advisors’s AllianzIM U.S. Equity Buffer20 Nov ETF NVBW Stock Holding History

Farther Finance Advisors’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 Q3	$664K	Buy	18,187 +301	+2%	+$10.9K	﹤0.01%	1378
2026 Q2	$637K	Hold	17,886	–	–	0.01%	1372
2026 Q1	$598K	Hold	17,886	–	–	0.01%	1276
2025 Q4	$605K	Buy	17,886 +9,188	+106%	+$308K	0.01%	1183
2025 Q3	$290K	Hold	8,698	–	–	﹤0.01%	1403
2025 Q2	$280K	Hold	8,698	–	–	0.01%	1223
2025 Q1	$267K	Hold	8,698	–	–	0.01%	1098
2024 Q4	$269K	Buy	+8,698	New	+$268K	0.01%	852

Other funds holding NVBW

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's NVBW Position: Q3 2026 in Review

Farther Finance Advisors increased its AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) stake by 1.7% in Q3 2026, buying an estimated $10.9K and bringing the position to 18,187 shares worth $664K. The position accounts for ﹤0.01% of the portfolio, ranked #1378.

Farther Finance Advisors first reported a position in NVBW in Q4 2024 and has held it in 8 quarters since. 8 funds tracked by Wall St. Rank hold NVBW as of Q3 2026.

Farther Finance Advisors held 18,187 shares of AllianzIM U.S. Equity Buffer20 Nov ETF worth $664K as of Q3 2026.
Farther Finance Advisors bought 301 AllianzIM U.S. Equity Buffer20 Nov ETF shares in Q3 2026, an estimated $10.9K.
AllianzIM U.S. Equity Buffer20 Nov ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1378 holding.
Farther Finance Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Nov ETF in Q4 2024 and has held it in 8 quarters since.
8 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Nov ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.