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Independent Financial Group’s AllianzIM U.S. Equity Buffer20 Nov ETF NVBW Stock Holding History

Independent Financial Group’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
2023
Q1 		– Sell
-23,160
Closed -$584K – 871
2022
Q4 		$584K Buy
+23,160
New +$585K 0.05% 377

Other funds holding NVBW

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Independent Financial Group's NVBW Position: Q1 2023 in Review

Independent Financial Group sold out of AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) in Q1 2023, closing a stake of 23,160 shares — an estimated $584K sold.

Independent Financial Group first reported a position in NVBW in Q4 2022 and held it in 1 quarter. The position peaked at $584K in Q4 2022. 17 funds tracked by Wall St. Rank hold NVBW as of Q1 2023.

  • Independent Financial Group reported no remaining AllianzIM U.S. Equity Buffer20 Nov ETF position as of Q1 2023 after selling out during the quarter.
  • Independent Financial Group sold 23,160 AllianzIM U.S. Equity Buffer20 Nov ETF shares in Q1 2023, an estimated $584K.
  • Independent Financial Group first reported a position in AllianzIM U.S. Equity Buffer20 Nov ETF in Q4 2022 and held it in 1 quarter.
  • Independent Financial Group's AllianzIM U.S. Equity Buffer20 Nov ETF position peaked at $584K in Q4 2022.
  • 17 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Nov ETF as of Q1 2023.

Based on Independent Financial Group's 13F filing for Q1 2023, filed 12 Jun 2026.