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
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 $9.02B AUM 28.63% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $3.54B AUM 19.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Money Concepts Capital's NVBU Position: Q1 2026 in Review

Money Concepts Capital increased its AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF (NVBU) stake by 2.3% in Q1 2026, buying an estimated $7.22K and bringing the position to 11,268 shares worth $317K. The position accounts for 0.02% of the portfolio, ranked #459.

Money Concepts Capital first reported a position in NVBU in Q4 2025 and has held it in 2 quarters since. The position peaked at $319K in Q4 2025. 32 funds tracked by Wall St. Rank hold NVBU as of Q1 2026.

  • Money Concepts Capital held 11,268 shares of AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF worth $317K as of Q1 2026.
  • Money Concepts Capital bought 250 AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF shares in Q1 2026, an estimated $7.22K.
  • AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF made up 0.02% of Money Concepts Capital's portfolio in Q1 2026, its #459 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 2 quarters since.
  • Money Concepts Capital's AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF position peaked at $319K in Q4 2025.
  • 32 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.