HBW Advisory Services’s AllianzIM U.S. Equity Buffer20 Nov ETF NVBW Stock Holding History

HBW Advisory Services’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
2025 Q3	–	Sell	-7,358	Closed	-$237K	–	437
2025 Q2	$237K	Sell	7,358 -1,744	-19%	-$54K	0.03%	357
2025 Q1	$279K	Sell	9,102 -3,195	-26%	-$99.3K	0.04%	303
2024 Q4	$381K	Buy	+12,297	New	+$378K	0.04%	246

Other funds holding NVBW

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

AAM

American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

HBW Advisory Services's NVBW Position: Q3 2025 in Review

HBW Advisory Services sold out of AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) in Q3 2025, closing a stake of 7,358 shares — an estimated $237K sold.

HBW Advisory Services first reported a position in NVBW in Q4 2024 and held it in 3 quarters. The position peaked at $381K in Q4 2024. 36 funds tracked by Wall St. Rank hold NVBW as of Q3 2025.

HBW Advisory Services reported no remaining AllianzIM U.S. Equity Buffer20 Nov ETF position as of Q3 2025 after selling out during the quarter.
HBW Advisory Services sold 7,358 AllianzIM U.S. Equity Buffer20 Nov ETF shares in Q3 2025, an estimated $237K.
HBW Advisory Services first reported a position in AllianzIM U.S. Equity Buffer20 Nov ETF in Q4 2024 and held it in 3 quarters.
HBW Advisory Services's AllianzIM U.S. Equity Buffer20 Nov ETF position peaked at $381K in Q4 2024.
36 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Nov ETF as of Q3 2025.

Based on HBW Advisory Services's 13F filing for Q3 2025, filed 16 Oct 2025.