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
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 $9.02B AUM 28.63% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $3.54B AUM 19.14% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Foundations Investment Advisors's NVBU Position: Q1 2026 in Review

Foundations Investment Advisors increased its AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF (NVBU) stake by 16% in Q1 2026, buying an estimated $39.4K and bringing the position to 10,063 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #933.

Foundations Investment Advisors first reported a position in NVBU in Q4 2025 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold NVBU as of Q1 2026.

  • Foundations Investment Advisors held 10,063 shares of AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF worth $283K as of Q1 2026.
  • Foundations Investment Advisors bought 1,364 AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF shares in Q1 2026, an estimated $39.4K.
  • AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #933 holding.
  • Foundations Investment Advisors first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF in Q4 2025 and has held it in 2 quarters since.
  • 32 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.