MCC
NVBU

Money Concepts Capital’s AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF NVBU Stock Holding History

Money Concepts Capital’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
2026
Q2 		$348K Hold
11,268
– – 0.02% 479
2026
Q1 		$317K Buy
11,268
+250
+2% +$7.22K 0.02% 459
2025
Q4 		$319K Buy
+11,018
New +$317K 0.02% 416

Other funds holding NVBU

A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Money Concepts Capital's NVBU Position: Q2 2026 in Review

Money Concepts Capital held its AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF (NVBU) position steady in Q2 2026 at 11,268 shares worth $348K. The position accounts for 0.02% of the portfolio, ranked #479.

Money Concepts Capital first reported a position in NVBU in Q4 2025 and has held it in 3 quarters since. 24 funds tracked by Wall St. Rank hold NVBU as of Q2 2026.

  • Money Concepts Capital held 11,268 shares of AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF worth $348K as of Q2 2026.
  • Money Concepts Capital left its AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF share count unchanged in Q2 2026.
  • AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF made up 0.02% of Money Concepts Capital's portfolio in Q2 2026, its #479 holding.
  • Money Concepts Capital first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF in Q4 2025 and has held it in 3 quarters since.
  • 24 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.