MWS
NVBU

Maxwell Wealth Strategies’s AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF NVBU Stock Holding History

Maxwell Wealth Strategies’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
2024
Q4 		$296K Buy
+11,584
New +$300K 0.12% 100

Other funds holding NVBU

AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
BFWM
Bright Futures Wealth Management Webster, Ny 14580, New York $146M AUM
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Maxwell Wealth Strategies's NVBU Position: Q4 2024 in Review

Maxwell Wealth Strategies opened a new position in AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF (NVBU) in Q4 2024: 11,584 shares worth $296K. The stake represents 0.12% of the portfolio and ranks #100 among its holdings.

14 funds tracked by Wall St. Rank hold NVBU as of Q4 2024.

  • Maxwell Wealth Strategies held 11,584 shares of AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF worth $296K as of Q4 2024.
  • AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF was a new Maxwell Wealth Strategies position in Q4 2024.
  • AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF made up 0.12% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #100 holding.
  • 14 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.