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Innovative Asset Advisors Group’s AllianzIM U.S. Equity Buffer10 Nov ETF NVBT Stock Holding History

Innovative Asset Advisors Group’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 		$434K Buy
+10,959
New +$424K 0.19% 100

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
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
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Innovative Asset Advisors Group's NVBT Position: Q2 2026 in Review

Innovative Asset Advisors Group opened a new position in AllianzIM U.S. Equity Buffer10 Nov ETF (NVBT) in Q2 2026: 10,959 shares worth $434K. The stake represents 0.19% of the portfolio and ranks #100 among its holdings.

15 funds tracked by Wall St. Rank hold NVBT as of Q2 2026.

  • Innovative Asset Advisors Group held 10,959 shares of AllianzIM U.S. Equity Buffer10 Nov ETF worth $434K as of Q2 2026.
  • AllianzIM U.S. Equity Buffer10 Nov ETF was a new Innovative Asset Advisors Group position in Q2 2026.
  • AllianzIM U.S. Equity Buffer10 Nov ETF made up 0.19% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #100 holding.
  • 15 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Nov ETF as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.