FI
NVBU

FWG Investments’s AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF NVBU Stock Holding History

FWG Investments’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
10,041
+146
+1% +$4.22K 0.18% 103
2025
Q4 		$286K Buy
9,895
+192
+2% +$5.52K 0.18% 94
2025
Q3 		$275K Buy
9,703
+1,132
+13% +$30.9K 0.19% 91
2025
Q2 		$228K Buy
+8,571
New +$216K 0.17% 96

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

FWG Investments's NVBU Position: Q1 2026 in Review

FWG Investments increased its AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF (NVBU) stake by 1.5% in Q1 2026, buying an estimated $4.22K and bringing the position to 10,041 shares worth $283K. The position accounts for 0.18% of the portfolio, ranked #103.

FWG Investments first reported a position in NVBU in Q2 2025 and has held it in 4 quarters since. The position peaked at $286K in Q4 2025. 32 funds tracked by Wall St. Rank hold NVBU as of Q1 2026.

  • FWG Investments held 10,041 shares of AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF worth $283K as of Q1 2026.
  • FWG Investments bought 146 AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF shares in Q1 2026, an estimated $4.22K.
  • AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF made up 0.18% of FWG Investments's portfolio in Q1 2026, its #103 holding.
  • FWG Investments first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF in Q2 2025 and has held it in 4 quarters since.
  • FWG Investments's AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF position peaked at $286K in Q4 2025.
  • 32 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF as of Q1 2026.

Based on FWG Investments's 13F filing for Q1 2026, filed 21 Apr 2026.