Kestra Private Wealth Services’s AllianzIM U.S. Large Cap Buffer10 Nov ETF NVBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $691K | Sell |
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|
2025
Q1 | $714K | Sell |
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|
2024
Q4 | $777K | Sell |
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|
2024
Q3 | $766K | Hold |
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|
2024
Q2 | $751K | Sell |
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|
2024
Q1 | $846K | Sell |
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|
2023
Q4 | $1.04M | Sell |
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|
2023
Q3 | $1.34M | Hold |
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|
2023
Q2 | $1.39M | Sell |
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|
2023
Q1 | $1.34M | Buy |
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|
2022
Q4 | $1.24M | Buy |
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