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
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 $9.02B 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

Lloyd Advisory Services's NVBU Position: Q1 2026 in Review

Lloyd Advisory Services reduced its AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF (NVBU) stake by 93% in Q1 2026, selling an estimated $81.4K and leaving 219 shares worth $6.17K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

Lloyd Advisory Services first reported a position in NVBU in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.5M in Q2 2025. 32 funds tracked by Wall St. Rank hold NVBU as of Q1 2026.

  • Lloyd Advisory Services held 219 shares of AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF worth $6.17K as of Q1 2026.
  • Lloyd Advisory Services sold 2,819 AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF shares in Q1 2026, an estimated $81.4K.
  • AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q1 2026, its #534 holding.
  • Lloyd Advisory Services first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF in Q2 2025 and has held it in 3 quarters since.
  • Lloyd Advisory Services's AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF position peaked at $1.5M in Q2 2025.
  • 32 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.