FHC
NVBW icon

First Heartland Consultants’s AllianzIM U.S. Equity Buffer20 Nov ETF NVBW Stock Holding History

First Heartland Consultants’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 		$214K Sell
6,022
-142
-2% -$4.97K 0.01% 560
2026
Q1 		$205K Sell
6,164
-59
-0.9% -$2K 0.02% 505
2025
Q4 		$211K Buy
+6,223
New +$209K 0.02% 501

Other funds holding NVBW

AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PA
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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

First Heartland Consultants's NVBW Position: Q2 2026 in Review

First Heartland Consultants reduced its AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) stake by 2.3% in Q2 2026, selling an estimated $4.97K and leaving 6,022 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #560.

First Heartland Consultants first reported a position in NVBW in Q4 2025 and has held it in 3 quarters since. 15 funds tracked by Wall St. Rank hold NVBW as of Q2 2026.

  • First Heartland Consultants held 6,022 shares of AllianzIM U.S. Equity Buffer20 Nov ETF worth $214K as of Q2 2026.
  • First Heartland Consultants sold 142 AllianzIM U.S. Equity Buffer20 Nov ETF shares in Q2 2026, an estimated $4.97K.
  • AllianzIM U.S. Equity Buffer20 Nov ETF made up 0.01% of First Heartland Consultants's portfolio in Q2 2026, its #560 holding.
  • First Heartland Consultants first reported a position in AllianzIM U.S. Equity Buffer20 Nov ETF in Q4 2025 and has held it in 3 quarters since.
  • 15 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Nov ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.