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 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 $71.6B AUM 21.08% 1-Year Est. Return

AAM

American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Jim Saulnier & Associates's NVBW Position: Q1 2026 in Review

Jim Saulnier & Associates held its AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) position steady in Q1 2026 at 18,344 shares worth $611K. The position accounts for 0.3% of the portfolio, ranked #72.

Jim Saulnier & Associates first reported a position in NVBW in Q4 2024 and has held it in 6 quarters since. The position peaked at $621K in Q4 2025. 44 funds tracked by Wall St. Rank hold NVBW as of Q1 2026.

Jim Saulnier & Associates held 18,344 shares of AllianzIM U.S. Equity Buffer20 Nov ETF worth $611K as of Q1 2026.
Jim Saulnier & Associates left its AllianzIM U.S. Equity Buffer20 Nov ETF share count unchanged in Q1 2026.
AllianzIM U.S. Equity Buffer20 Nov ETF made up 0.3% of Jim Saulnier & Associates's portfolio in Q1 2026, its #72 holding.
Jim Saulnier & Associates first reported a position in AllianzIM U.S. Equity Buffer20 Nov ETF in Q4 2024 and has held it in 6 quarters since.
Jim Saulnier & Associates's AllianzIM U.S. Equity Buffer20 Nov ETF position peaked at $621K in Q4 2025.
44 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Nov ETF as of Q1 2026.

Based on Jim Saulnier & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.