Mid-American Wealth Advisory Group’s AllianzIM U.S. Equity Buffer20 Nov ETF NVBW Stock Holding History

Mid-American Wealth Advisory Group’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 Q4	–	Sell	-259,465	Closed	-$8.64M	–	57
2025 Q3	$8.64M	Buy	259,465 +656	+0.3%	+$21.5K	3.86%	9
2025 Q2	$8.34M	Sell	258,809 -22,784	-8%	-$706K	3.97%	7
2025 Q1	$8.62M	Sell	281,593 -1,661	-0.6%	-$51.6K	4.62%	5
2024 Q4	$8.77M	Buy	+283,254	New	+$8.71M	5.16%	5

Other funds holding NVBW

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

AAM

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

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

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

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

CRWM

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

Mid-American Wealth Advisory Group's NVBW Position: Q4 2025 in Review

Mid-American Wealth Advisory Group sold out of AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) in Q4 2025, closing a stake of 259,465 shares — an estimated $8.64M sold.

Mid-American Wealth Advisory Group first reported a position in NVBW in Q4 2024 and held it in 4 quarters. The position peaked at $8.77M in Q4 2024. 42 funds tracked by Wall St. Rank hold NVBW as of Q4 2025.

Mid-American Wealth Advisory Group reported no remaining AllianzIM U.S. Equity Buffer20 Nov ETF position as of Q4 2025 after selling out during the quarter.
Mid-American Wealth Advisory Group sold 259,465 AllianzIM U.S. Equity Buffer20 Nov ETF shares in Q4 2025, an estimated $8.64M.
Mid-American Wealth Advisory Group first reported a position in AllianzIM U.S. Equity Buffer20 Nov ETF in Q4 2024 and held it in 4 quarters.
Mid-American Wealth Advisory Group's AllianzIM U.S. Equity Buffer20 Nov ETF position peaked at $8.77M in Q4 2024.
42 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Nov ETF as of Q4 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q4 2025, filed 23 Jan 2026.