Focus Financial Network’s AllianzIM U.S. Equity Buffer20 Nov ETF NVBW Stock Holding History

Focus Financial Network’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	$562K	Sell	15,396 -917	-6%	-$33.1K	0.02%	461
2026 Q2	$581K	Sell	16,313 -185	-1%	-$6.47K	0.02%	453
2026 Q1	$549K	Buy	16,498 +610	+4%	+$20.6K	0.02%	441
2025 Q4	$538K	Buy	15,888 +2,292	+17%	+$76.8K	0.02%	435
2025 Q3	$453K	Sell	13,596 -413	-3%	-$13.5K	0.02%	469
2025 Q2	$451K	Buy	14,009 +85	+0.6%	+$2.63K	0.02%	460
2025 Q1	$426K	Sell	13,924 -165	-1%	-$5.13K	0.02%	454
2024 Q4	$436K	Buy	+14,089	New	+$433K	0.02%	449

Other funds holding NVBW

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

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

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return

Focus Financial Network's NVBW Position: Q3 2026 in Review

Focus Financial Network reduced its AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) stake by 5.6% in Q3 2026, selling an estimated $33.1K and leaving 15,396 shares worth $562K. The position accounts for 0.02% of the portfolio, ranked #461.

Focus Financial Network first reported a position in NVBW in Q4 2024 and has held it in 8 quarters since. The position peaked at $581K in Q2 2026. 17 funds tracked by Wall St. Rank hold NVBW as of Q3 2026.

Focus Financial Network held 15,396 shares of AllianzIM U.S. Equity Buffer20 Nov ETF worth $562K as of Q3 2026.
Focus Financial Network sold 917 AllianzIM U.S. Equity Buffer20 Nov ETF shares in Q3 2026, an estimated $33.1K.
AllianzIM U.S. Equity Buffer20 Nov ETF made up 0.02% of Focus Financial Network's portfolio in Q3 2026, its #461 holding.
Focus Financial Network first reported a position in AllianzIM U.S. Equity Buffer20 Nov ETF in Q4 2024 and has held it in 8 quarters since.
Focus Financial Network's AllianzIM U.S. Equity Buffer20 Nov ETF position peaked at $581K in Q2 2026.
17 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Nov ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.