Mid-American Wealth Advisory Group’s AllianzIM U.S. Equity Buffer10 Nov ETF NVBT Stock Holding History

Mid-American Wealth Advisory Group’s Portfolio NVBT Stock Details NVBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-9,004	Closed	-$309K	–	222
2025 Q2	$309K	Buy	9,004 +294	+3%	+$9.53K	0.15%	45
2025 Q1	$278K	Sell	8,710 -902	-9%	-$29.6K	0.15%	43
2024 Q4	$314K	Buy	+9,612	New	+$312K	0.18%	38

Other funds holding NVBT

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

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

Mid-American Wealth Advisory Group's NVBT Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of AllianzIM U.S. Equity Buffer10 Nov ETF (NVBT) in Q3 2025, closing a stake of 9,004 shares — an estimated $309K sold.

Mid-American Wealth Advisory Group first reported a position in NVBT in Q4 2024 and held it in 3 quarters. The position peaked at $314K in Q4 2024. 19 funds tracked by Wall St. Rank hold NVBT as of Q3 2025.

Mid-American Wealth Advisory Group reported no remaining AllianzIM U.S. Equity Buffer10 Nov ETF position as of Q3 2025 after selling out during the quarter.
Mid-American Wealth Advisory Group sold 9,004 AllianzIM U.S. Equity Buffer10 Nov ETF shares in Q3 2025, an estimated $309K.
Mid-American Wealth Advisory Group first reported a position in AllianzIM U.S. Equity Buffer10 Nov ETF in Q4 2024 and held it in 3 quarters.
Mid-American Wealth Advisory Group's AllianzIM U.S. Equity Buffer10 Nov ETF position peaked at $314K in Q4 2024.
19 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Nov ETF as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.