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

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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. 50 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.
50 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.