IFP Advisors
NVBT icon

IFP Advisors’s AllianzIM U.S. Equity Buffer10 Nov ETF NVBT Stock Holding History

IFP Advisors’s Portfolio NVBT Stock Details NVBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.46K Sell
85
-15
-15% -$604 ﹤0.01% 3995
2026
Q2 		$3.96K Hold
100
– – ﹤0.01% 3916
2026
Q1 		$3.58K Buy
+100
New +$3.68K ﹤0.01% 3719

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Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Grantvest Financial Group
Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Accurate Wealth Management
Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

IFP Advisors's NVBT Position: Q3 2026 in Review

IFP Advisors reduced its AllianzIM U.S. Equity Buffer10 Nov ETF (NVBT) stake by 15% in Q3 2026, selling an estimated $604 and leaving 85 shares worth $3.46K. The position accounts for ﹤0.01% of the portfolio, ranked #3995.

IFP Advisors first reported a position in NVBT in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.96K in Q2 2026. 13 funds tracked by Wall St. Rank hold NVBT as of Q3 2026.

  • IFP Advisors held 85 shares of AllianzIM U.S. Equity Buffer10 Nov ETF worth $3.46K as of Q3 2026.
  • IFP Advisors sold 15 AllianzIM U.S. Equity Buffer10 Nov ETF shares in Q3 2026, an estimated $604.
  • AllianzIM U.S. Equity Buffer10 Nov ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3995 holding.
  • IFP Advisors first reported a position in AllianzIM U.S. Equity Buffer10 Nov ETF in Q1 2026 and has held it in 3 quarters since.
  • IFP Advisors's AllianzIM U.S. Equity Buffer10 Nov ETF position peaked at $3.96K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Nov ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.