MML Investors Services’s AllianzIM U.S. Equity Buffer20 Nov ETF NVBW Stock Holding History

MML Investors 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
2026 Q2	$365K	Buy	10,242 +633	+7%	+$22.2K	﹤0.01%	2695
2026 Q1	$320K	Sell	9,609 -129	-1%	-$4.37K	﹤0.01%	2517
2025 Q4	$329K	Buy	+9,738	New	+$326K	﹤0.01%	2559

Other funds holding NVBW

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

AAM

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

MML Investors Services's NVBW Position: Q2 2026 in Review

MML Investors Services increased its AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) stake by 6.6% in Q2 2026, buying an estimated $22.2K and bringing the position to 10,242 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #2695.

MML Investors Services first reported a position in NVBW in Q4 2025 and has held it in 3 quarters since. 50 funds tracked by Wall St. Rank hold NVBW as of Q2 2026.

MML Investors Services held 10,242 shares of AllianzIM U.S. Equity Buffer20 Nov ETF worth $365K as of Q2 2026.
MML Investors Services bought 633 AllianzIM U.S. Equity Buffer20 Nov ETF shares in Q2 2026, an estimated $22.2K.
AllianzIM U.S. Equity Buffer20 Nov ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2695 holding.
MML Investors Services first reported a position in AllianzIM U.S. Equity Buffer20 Nov ETF in Q4 2025 and has held it in 3 quarters since.
50 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Nov ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.