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 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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Farther Finance Advisors's NVBW Position: Q2 2026 in Review

Farther Finance Advisors held its AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) position steady in Q2 2026 at 17,886 shares worth $637K. The position accounts for 0.01% of the portfolio, ranked #1372.

Farther Finance Advisors first reported a position in NVBW in Q4 2024 and has held it in 7 quarters since. 23 funds tracked by Wall St. Rank hold NVBW as of Q2 2026.

Farther Finance Advisors held 17,886 shares of AllianzIM U.S. Equity Buffer20 Nov ETF worth $637K as of Q2 2026.
Farther Finance Advisors left its AllianzIM U.S. Equity Buffer20 Nov ETF share count unchanged in Q2 2026.
AllianzIM U.S. Equity Buffer20 Nov ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1372 holding.
Farther Finance Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Nov ETF in Q4 2024 and has held it in 7 quarters since.
23 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Nov ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.