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

Harbour 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	$161K	Buy	5,700 +2,531	+80%	+$73.1K	﹤0.01%	1650
2025 Q4	$91.7K	Hold	3,169	–	–	﹤0.01%	1686
2025 Q3	$89.7K	Hold	3,169	–	–	﹤0.01%	1621
2025 Q2	$84.2K	Hold	3,169	–	–	﹤0.01%	1581
2025 Q1	$78.6K	Hold	3,169	–	–	﹤0.01%	1551
2024 Q4	$81K	Buy	+3,169	New	+$82.2K	﹤0.01%	1466

Other funds holding NVBU

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Harbour Investments's NVBU Position: Q1 2026 in Review

Harbour Investments increased its AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF (NVBU) stake by 80% in Q1 2026, buying an estimated $73.1K and bringing the position to 5,700 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #1650.

Harbour Investments first reported a position in NVBU in Q4 2024 and has held it in 6 quarters since. 32 funds tracked by Wall St. Rank hold NVBU as of Q1 2026.

Harbour Investments held 5,700 shares of AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF worth $161K as of Q1 2026.
Harbour Investments bought 2,531 AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF shares in Q1 2026, an estimated $73.1K.
AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1650 holding.
Harbour Investments first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF in Q4 2024 and has held it in 6 quarters since.
32 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.