LI
NVBU

LifeWealth Investments’s AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF NVBU Stock Holding History

LifeWealth Investments’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
2025
Q3 		– Sell
-20,606
Closed -$548K – 235
2025
Q2 		$548K Buy
+20,606
New +$519K 0.09% 132

Other funds holding NVBU

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LifeWealth Investments's NVBU Position: Q3 2025 in Review

LifeWealth Investments sold out of AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF (NVBU) in Q3 2025, closing a stake of 20,606 shares — an estimated $548K sold.

LifeWealth Investments first reported a position in NVBU in Q2 2025 and held it in 1 quarter. The position peaked at $548K in Q2 2025. 20 funds tracked by Wall St. Rank hold NVBU as of Q3 2025.

  • LifeWealth Investments reported no remaining AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF position as of Q3 2025 after selling out during the quarter.
  • LifeWealth Investments sold 20,606 AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF shares in Q3 2025, an estimated $548K.
  • LifeWealth Investments first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF in Q2 2025 and held it in 1 quarter.
  • LifeWealth Investments's AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF position peaked at $548K in Q2 2025.
  • 20 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF as of Q3 2025.

Based on LifeWealth Investments's 13F filing for Q3 2025, filed 20 Oct 2025.