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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
Q2 		$3.96K Hold
100
– – ﹤0.01% 3916
2026
Q1 		$3.58K Buy
+100
New +$3.68K ﹤0.01% 3719

Other funds holding NVBT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IAAG
Innovative Asset Advisors Group Shelton, Connecticut $229M AUM
NF
Nvest Financial Portsmouth, New Hampshire $316M AUM 29.79% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

IFP Advisors's NVBT Position: Q2 2026 in Review

IFP Advisors held its AllianzIM U.S. Equity Buffer10 Nov ETF (NVBT) position steady in Q2 2026 at 100 shares worth $3.96K. The position accounts for ﹤0.01% of the portfolio, ranked #3916.

IFP Advisors first reported a position in NVBT in Q1 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold NVBT as of Q2 2026.

  • IFP Advisors held 100 shares of AllianzIM U.S. Equity Buffer10 Nov ETF worth $3.96K as of Q2 2026.
  • IFP Advisors left its AllianzIM U.S. Equity Buffer10 Nov ETF share count unchanged in Q2 2026.
  • AllianzIM U.S. Equity Buffer10 Nov ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3916 holding.
  • IFP Advisors first reported a position in AllianzIM U.S. Equity Buffer10 Nov ETF in Q1 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Nov ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.