FIA
NVBU

Foundations Investment Advisors’s AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF NVBU Stock Holding History

Foundations Investment Advisors’s Portfolio NVBU Stock Details NVBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,063
Closed -$283K – 1332
2026
Q1 		$283K Buy
10,063
+1,364
+16% +$39.4K ﹤0.01% 933
2025
Q4 		$252K Buy
+8,699
New +$250K ﹤0.01% 960

Other funds holding NVBU

A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Foundations Investment Advisors's NVBU Position: Q2 2026 in Review

Foundations Investment Advisors sold out of AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF (NVBU) in Q2 2026, closing a stake of 10,063 shares — an estimated $283K sold.

Foundations Investment Advisors first reported a position in NVBU in Q4 2025 and held it in 2 quarters. The position peaked at $283K in Q1 2026. 24 funds tracked by Wall St. Rank hold NVBU as of Q2 2026.

  • Foundations Investment Advisors reported no remaining AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF position as of Q2 2026 after selling out during the quarter.
  • Foundations Investment Advisors sold 10,063 AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF shares in Q2 2026, an estimated $283K.
  • Foundations Investment Advisors first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF in Q4 2025 and held it in 2 quarters.
  • Foundations Investment Advisors's AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF position peaked at $283K in Q1 2026.
  • 24 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.