Foundations Investment Advisors
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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
Q2 		– Sell
-6,184
Closed -$206K – 1268
2026
Q1 		$206K Buy
+6,184
New +$209K ﹤0.01% 1097

Other funds holding NVBW

Commonwealth Equity Services
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
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

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

Foundations Investment Advisors sold out of AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) in Q2 2026, closing a stake of 6,184 shares — an estimated $206K sold.

Foundations Investment Advisors first reported a position in NVBW in Q1 2026 and held it in 1 quarter. The position peaked at $206K in Q1 2026. 50 funds tracked by Wall St. Rank hold NVBW as of Q2 2026.

  • Foundations Investment Advisors reported no remaining AllianzIM U.S. Equity Buffer20 Nov ETF position as of Q2 2026 after selling out during the quarter.
  • Foundations Investment Advisors sold 6,184 AllianzIM U.S. Equity Buffer20 Nov ETF shares in Q2 2026, an estimated $206K.
  • Foundations Investment Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Nov ETF in Q1 2026 and held it in 1 quarter.
  • Foundations Investment Advisors's AllianzIM U.S. Equity Buffer20 Nov ETF position peaked at $206K in Q1 2026.
  • 50 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Nov ETF as of Q2 2026.

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