Maxwell Wealth Strategies’s AllianzIM U.S. Equity Buffer20 Nov ETF NVBW Stock Holding History

Maxwell Wealth Strategies’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
2024 Q4	$222K	Hold	7,175	–	–	0.09%	107
2024 Q3	$219K	Sell	7,175 -291	-4%	-$8.73K	0.09%	102
2024 Q2	$222K	Hold	7,466	–	–	0.11%	99
2024 Q1	$220K	Hold	7,466	–	–	0.11%	98
2023 Q4	$212K	Buy	+7,466	New	+$207K	0.14%	91

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 $115M AUM 12.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

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

CRWM

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

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

Maxwell Wealth Strategies held its AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) position steady in Q4 2024 at 7,175 shares worth $222K. The position accounts for 0.09% of the portfolio, ranked #107.

Maxwell Wealth Strategies first reported a position in NVBW in Q4 2023 and has held it in 5 quarters since. The position peaked at $222K in Q2 2024. 35 funds tracked by Wall St. Rank hold NVBW as of Q4 2024.

Maxwell Wealth Strategies held 7,175 shares of AllianzIM U.S. Equity Buffer20 Nov ETF worth $222K as of Q4 2024.
Maxwell Wealth Strategies left its AllianzIM U.S. Equity Buffer20 Nov ETF share count unchanged in Q4 2024.
AllianzIM U.S. Equity Buffer20 Nov ETF made up 0.09% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #107 holding.
Maxwell Wealth Strategies first reported a position in AllianzIM U.S. Equity Buffer20 Nov ETF in Q4 2023 and has held it in 5 quarters since.
Maxwell Wealth Strategies's AllianzIM U.S. Equity Buffer20 Nov ETF position peaked at $222K in Q2 2024.
35 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Nov ETF as of Q4 2024.

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