LAS
NVBU

Lloyd Advisory Services’s AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF NVBU Stock Holding History

Lloyd Advisory 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
Q2 		– Sell
-219
Closed -$6.17K – 1056
2026
Q1 		$6.17K Sell
219
-2,819
-93% -$81.4K ﹤0.01% 534
2025
Q4 		$87.9K Buy
+3,038
New +$87.3K 0.03% 194
2025
Q3 		– Sell
-56,272
Closed -$1.5M – 122
2025
Q2 		$1.5M Buy
+56,272
New +$1.42M 0.72% 33

Other funds holding NVBU

A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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 $15.1B AUM 27.93% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Lloyd Advisory Services's NVBU Position: Q2 2026 in Review

Lloyd Advisory Services sold out of AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF (NVBU) in Q2 2026, closing a stake of 219 shares — an estimated $6.17K sold.

Lloyd Advisory Services first reported a position in NVBU in Q2 2025 and held it in 3 quarters. The position peaked at $1.5M in Q2 2025. 24 funds tracked by Wall St. Rank hold NVBU as of Q2 2026.

  • Lloyd Advisory Services reported no remaining AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 219 AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF shares in Q2 2026, an estimated $6.17K.
  • Lloyd Advisory Services first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF in Q2 2025 and held it in 3 quarters.
  • Lloyd Advisory Services's AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF position peaked at $1.5M in Q2 2025.
  • 24 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.