Jim Saulnier & Associates’s AllianzIM U.S. Equity Buffer20 Nov ETF NVBW Stock Holding History

Jim Saulnier & Associates’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	$653K	Hold	18,344	–	–	0.26%	71
2026 Q1	$611K	Hold	18,344	–	–	0.3%	72
2025 Q4	$621K	Buy	18,344 +11,736	+178%	+$393K	0.32%	69
2025 Q3	$220K	Hold	6,608	–	–	0.12%	131
2025 Q2	$213K	Hold	6,608	–	–	0.15%	109
2025 Q1	$202K	Hold	6,608	–	–	0.16%	101
2024 Q4	$205K	Buy	+6,608	New	+$203K	0.18%	93

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

Jim Saulnier & Associates's NVBW Position: Q2 2026 in Review

Jim Saulnier & Associates held its AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) position steady in Q2 2026 at 18,344 shares worth $653K. The position accounts for 0.26% of the portfolio, ranked #71.

Jim Saulnier & Associates first reported a position in NVBW in Q4 2024 and has held it in 7 quarters since. 50 funds tracked by Wall St. Rank hold NVBW as of Q2 2026.

Jim Saulnier & Associates held 18,344 shares of AllianzIM U.S. Equity Buffer20 Nov ETF worth $653K as of Q2 2026.
Jim Saulnier & Associates left its AllianzIM U.S. Equity Buffer20 Nov ETF share count unchanged in Q2 2026.
AllianzIM U.S. Equity Buffer20 Nov ETF made up 0.26% of Jim Saulnier & Associates's portfolio in Q2 2026, its #71 holding.
Jim Saulnier & Associates first reported a position in AllianzIM U.S. Equity Buffer20 Nov ETF in Q4 2024 and has held it in 7 quarters since.
50 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Nov ETF as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.