KCM
NVBU

Key Capital Management’s AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF NVBU Stock Holding History

Key Capital Management’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
Q2 		– Sell
-114
Closed -$3.21K – 828
2026
Q1 		$3.21K Buy
114
+110
+2,750% +$3.18K ﹤0.01% 453
2025
Q4 		$116 Buy
+4
New +$115 ﹤0.01% 514

Other funds holding NVBU

SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Key Capital Management's NVBU Position: Q2 2026 in Review

Key Capital Management sold out of AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF (NVBU) in Q2 2026, closing a stake of 114 shares — an estimated $3.21K sold.

Key Capital Management first reported a position in NVBU in Q4 2025 and held it in 2 quarters. The position peaked at $3.21K in Q1 2026. 12 funds tracked by Wall St. Rank hold NVBU as of Q2 2026.

  • Key Capital Management reported no remaining AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF position as of Q2 2026 after selling out during the quarter.
  • Key Capital Management sold 114 AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF shares in Q2 2026, an estimated $3.21K.
  • Key Capital Management first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF in Q4 2025 and held it in 2 quarters.
  • Key Capital Management's AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF position peaked at $3.21K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.