NF
NVBT icon

Nvest Financial’s AllianzIM U.S. Equity Buffer10 Nov ETF NVBT Stock Holding History

Nvest Financial’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
2026
Q1 		$283K Sell
7,912
-1,125
-12% -$41.4K 0.11% 123
2025
Q4 		$333K Buy
+9,037
New +$330K 0.14% 106

Other funds holding NVBT

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

Nvest Financial's NVBT Position: Q1 2026 in Review

Nvest Financial reduced its AllianzIM U.S. Equity Buffer10 Nov ETF (NVBT) stake by 12% in Q1 2026, selling an estimated $41.4K and leaving 7,912 shares worth $283K. The position accounts for 0.11% of the portfolio, ranked #123.

Nvest Financial first reported a position in NVBT in Q4 2025 and has held it in 2 quarters since. The position peaked at $333K in Q4 2025. 27 funds tracked by Wall St. Rank hold NVBT as of Q1 2026.

  • Nvest Financial held 7,912 shares of AllianzIM U.S. Equity Buffer10 Nov ETF worth $283K as of Q1 2026.
  • Nvest Financial sold 1,125 AllianzIM U.S. Equity Buffer10 Nov ETF shares in Q1 2026, an estimated $41.4K.
  • AllianzIM U.S. Equity Buffer10 Nov ETF made up 0.11% of Nvest Financial's portfolio in Q1 2026, its #123 holding.
  • Nvest Financial first reported a position in AllianzIM U.S. Equity Buffer10 Nov ETF in Q4 2025 and has held it in 2 quarters since.
  • Nvest Financial's AllianzIM U.S. Equity Buffer10 Nov ETF position peaked at $333K in Q4 2025.
  • 27 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Nov ETF as of Q1 2026.

Based on Nvest Financial's 13F filing for Q1 2026, filed 28 Apr 2026.