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

Mason Investment 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
2025 Q3	–	Sell	-9,152	Closed	-$295K	–	82
2025 Q2	$295K	Hold	9,152	–	–	0.02%	63
2025 Q1	$280K	Hold	9,152	–	–	0.02%	61
2024 Q4	$283K	Buy	+9,152	New	+$282K	0.02%	61

Other funds holding NVBW

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

AAM

American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Mason Investment Advisory Services's NVBW Position: Q3 2025 in Review

Mason Investment Advisory Services sold out of AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) in Q3 2025, closing a stake of 9,152 shares — an estimated $295K sold.

Mason Investment Advisory Services first reported a position in NVBW in Q4 2024 and held it in 3 quarters. The position peaked at $295K in Q2 2025. 35 funds tracked by Wall St. Rank hold NVBW as of Q3 2025.

Mason Investment Advisory Services reported no remaining AllianzIM U.S. Equity Buffer20 Nov ETF position as of Q3 2025 after selling out during the quarter.
Mason Investment Advisory Services sold 9,152 AllianzIM U.S. Equity Buffer20 Nov ETF shares in Q3 2025, an estimated $295K.
Mason Investment Advisory Services first reported a position in AllianzIM U.S. Equity Buffer20 Nov ETF in Q4 2024 and held it in 3 quarters.
Mason Investment Advisory Services's AllianzIM U.S. Equity Buffer20 Nov ETF position peaked at $295K in Q2 2025.
35 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Nov ETF as of Q3 2025.

Based on Mason Investment Advisory Services's 13F filing for Q3 2025, filed 12 Nov 2025.