IFP Advisors’s AllianzIM U.S. Equity Buffer20 Nov ETF NVBW Stock Holding History

IFP Advisors’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
2026 Q2	$437K	Hold	12,266	–	–	0.01%	1107
2026 Q1	$408K	Sell	12,266 -872	-7%	-$29.5K	0.01%	1048
2025 Q4	$445K	Buy	13,138 +835	+7%	+$28K	0.01%	986
2025 Q3	$410K	Buy	12,303 +189	+2%	+$6.19K	0.01%	941
2025 Q2	$390K	Sell	12,114 -105	-0.9%	-$3.25K	0.01%	940
2025 Q1	$374K	Hold	12,219	–	–	0.01%	880
2024 Q4	$378K	Sell	12,219 -3,364	-22%	-$103K	0.01%	845
2024 Q3	$472K	Hold	15,583	–	–	0.02%	719
2024 Q2	$464K	Hold	15,583	–	–	0.02%	685
2024 Q1	$456K	Hold	15,583	–	–	0.02%	645
2023 Q4	$443K	Sell	15,583 -28,340	-65%	-$786K	0.02%	617
2023 Q3	$1.21M	Hold	43,923	–	–	0.05%	346
2023 Q2	$1.22M	Hold	43,923	–	–	0.05%	373
2023 Q1	$1.1M	Sell	43,923 -85,048	-66%	-$2.2M	0.05%	362
2022 Q4	$3.23M	Buy	+128,971	New	+$3.26M	0.09%	240

Other funds holding NVBW

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

AAM

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

IFP Advisors's NVBW Position: Q2 2026 in Review

IFP Advisors held its AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) position steady in Q2 2026 at 12,266 shares worth $437K. The position accounts for 0.01% of the portfolio, ranked #1107.

IFP Advisors first reported a position in NVBW in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.23M in Q4 2022. 50 funds tracked by Wall St. Rank hold NVBW as of Q2 2026.

IFP Advisors held 12,266 shares of AllianzIM U.S. Equity Buffer20 Nov ETF worth $437K as of Q2 2026.
IFP Advisors left its AllianzIM U.S. Equity Buffer20 Nov ETF share count unchanged in Q2 2026.
AllianzIM U.S. Equity Buffer20 Nov ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1107 holding.
IFP Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Nov ETF in Q4 2022 and has held it in 15 quarters since.
IFP Advisors's AllianzIM U.S. Equity Buffer20 Nov ETF position peaked at $3.23M in Q4 2022.
50 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Nov ETF as of Q2 2026.

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