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Foundations Investment Advisors’s AllianzIM U.S. Equity Buffer20 Nov ETF NVBW Stock Holding History

Foundations Investment Advisors’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
Q1 		$206K Buy
+6,184
New +$209K ﹤0.01% 1097

Other funds holding NVBW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

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

Foundations Investment Advisors opened a new position in AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) in Q1 2026: 6,184 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #1097 among its holdings.

44 funds tracked by Wall St. Rank hold NVBW as of Q1 2026.

  • Foundations Investment Advisors held 6,184 shares of AllianzIM U.S. Equity Buffer20 Nov ETF worth $206K as of Q1 2026.
  • AllianzIM U.S. Equity Buffer20 Nov ETF was a new Foundations Investment Advisors position in Q1 2026.
  • AllianzIM U.S. Equity Buffer20 Nov ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #1097 holding.
  • 44 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Nov ETF as of Q1 2026.

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