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Lloyd Advisory Services’s AllianzIM U.S. Equity Buffer20 Nov ETF NVBW Stock Holding History

Lloyd Advisory Services’s Portfolio NVBW Stock Details NVBW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-506
Closed -$17.1K – 984
2025
Q4 		$17.1K Buy
+506
New +$17K 0.01% 347

Other funds holding NVBW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

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

Lloyd Advisory Services sold out of AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) in Q1 2026, closing a stake of 506 shares — an estimated $17.1K sold.

Lloyd Advisory Services first reported a position in NVBW in Q4 2025 and held it in 1 quarter. The position peaked at $17.1K in Q4 2025. 44 funds tracked by Wall St. Rank hold NVBW as of Q1 2026.

  • Lloyd Advisory Services reported no remaining AllianzIM U.S. Equity Buffer20 Nov ETF position as of Q1 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 506 AllianzIM U.S. Equity Buffer20 Nov ETF shares in Q1 2026, an estimated $17.1K.
  • Lloyd Advisory Services first reported a position in AllianzIM U.S. Equity Buffer20 Nov ETF in Q4 2025 and held it in 1 quarter.
  • Lloyd Advisory Services's AllianzIM U.S. Equity Buffer20 Nov ETF position peaked at $17.1K in Q4 2025.
  • 44 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Nov ETF as of Q1 2026.

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