Howard Bailey Securities
NVBU icon

Howard Bailey Securities’s AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF NVBU Stock Holding History

Howard Bailey Securities’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
2025
Q3 		– Sell
-17,917
Closed -$476K – 171
2025
Q2 		$476K Buy
+17,917
New +$451K 0.15% 81

Other funds holding NVBU

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Allianz Investment Management US
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Stephens Inc
Stephens Inc Little Rock, Arkansas $9.06B AUM 17.42% 1-Year Est. Return
Cypress Wealth Services
Cypress Wealth Services Palm Desert, California $848M AUM 19.63% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Secured Retirement Advisors
Secured Retirement Advisors St Louis Park, Minnesota $198M AUM 23.51% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.8% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Howard Bailey Securities's NVBU Position: Q3 2025 in Review

Howard Bailey Securities sold out of AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF (NVBU) in Q3 2025, closing a stake of 17,917 shares — an estimated $476K sold.

Howard Bailey Securities first reported a position in NVBU in Q2 2025 and held it in 1 quarter. The position peaked at $476K in Q2 2025. 20 funds tracked by Wall St. Rank hold NVBU as of Q3 2025.

  • Howard Bailey Securities reported no remaining AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF position as of Q3 2025 after selling out during the quarter.
  • Howard Bailey Securities sold 17,917 AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF shares in Q3 2025, an estimated $476K.
  • Howard Bailey Securities first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF in Q2 2025 and held it in 1 quarter.
  • Howard Bailey Securities's AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF position peaked at $476K in Q2 2025.
  • 20 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF as of Q3 2025.

Based on Howard Bailey Securities's 13F filing for Q3 2025, filed 4 Nov 2025.