KPWS
NVBU

Kestra Private Wealth Services’s AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF NVBU Stock Holding History

Kestra Private Wealth Services’s Portfolio NVBU Stock Details NVBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-16,223
Closed -$470K – 1896
2025
Q4 		$470K Buy
+16,223
New +$466K 0.01% 1197

Other funds holding NVBU

A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Kestra Private Wealth Services's NVBU Position: Q1 2026 in Review

Kestra Private Wealth Services sold out of AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF (NVBU) in Q1 2026, closing a stake of 16,223 shares — an estimated $470K sold.

Kestra Private Wealth Services first reported a position in NVBU in Q4 2025 and held it in 1 quarter. The position peaked at $470K in Q4 2025. 32 funds tracked by Wall St. Rank hold NVBU as of Q1 2026.

  • Kestra Private Wealth Services reported no remaining AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Private Wealth Services sold 16,223 AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF shares in Q1 2026, an estimated $470K.
  • Kestra Private Wealth Services first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Private Wealth Services's AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF position peaked at $470K in Q4 2025.
  • 32 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.