Lido Advisors
NVBT icon

Lido Advisors’s AllianzIM U.S. Equity Buffer10 Nov ETF NVBT Stock Holding History

Lido Advisors’s Portfolio NVBT Stock Details NVBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$449K Sell
11,345
-15,570
-58% -$602K ﹤0.01% 1534
2026
Q1 		$964K Hold
26,915
– – ﹤0.01% 983
2025
Q4 		$992K Buy
+26,915
New +$982K ﹤0.01% 1007

Other funds holding NVBT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IAAG
Innovative Asset Advisors Group Shelton, Connecticut $229M AUM
NF
Nvest Financial Portsmouth, New Hampshire $316M AUM 29.79% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Lido Advisors's NVBT Position: Q2 2026 in Review

Lido Advisors reduced its AllianzIM U.S. Equity Buffer10 Nov ETF (NVBT) stake by 58% in Q2 2026, selling an estimated $602K and leaving 11,345 shares worth $449K. The position accounts for ﹤0.01% of the portfolio, ranked #1534.

Lido Advisors first reported a position in NVBT in Q4 2025 and has held it in 3 quarters since. The position peaked at $992K in Q4 2025. 15 funds tracked by Wall St. Rank hold NVBT as of Q2 2026.

  • Lido Advisors held 11,345 shares of AllianzIM U.S. Equity Buffer10 Nov ETF worth $449K as of Q2 2026.
  • Lido Advisors sold 15,570 AllianzIM U.S. Equity Buffer10 Nov ETF shares in Q2 2026, an estimated $602K.
  • AllianzIM U.S. Equity Buffer10 Nov ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1534 holding.
  • Lido Advisors first reported a position in AllianzIM U.S. Equity Buffer10 Nov ETF in Q4 2025 and has held it in 3 quarters since.
  • Lido Advisors's AllianzIM U.S. Equity Buffer10 Nov ETF position peaked at $992K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Nov ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.