Kestra Advisory Services’s AllianzIM U.S. Large Cap Buffer20 Nov ETF NVBW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.44M | Buy |
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|
2025
Q1 | $3.74M | Sell |
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|
2024
Q4 | $4.27M | Buy |
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|
2024
Q3 | $3.05M | Sell |
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|
2024
Q2 | $3.09M | Buy |
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|
2024
Q1 | $3.01M | Buy |
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|
2023
Q4 | $2.18M | Buy |
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|
2023
Q3 | $2.04M | Sell |
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|
2023
Q2 | $2.16M | Sell |
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|
2023
Q1 | $2.82M | Sell |
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|
2022
Q4 | $2.69M | Buy |
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