LPL Financial
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LPL Financial’s AllianzIM U.S. Large Cap Buffer20 Nov ETF NVBW Stock Holding History

LPL Financial’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
2025
Q2 		$791K Buy
2025
Q1 		$538K Sell
2024
Q4 		$545K Sell
2024
Q3 		$624K Buy
2024
Q2 		$512K Buy
2024
Q1 		$400K Sell
2023
Q4 		$435K Buy
2023
Q3 		– Sell
2023
Q2 		$209K Buy