OneDigital Investment Advisors’s AllianzIM U.S. Equity Buffer20 Nov ETF NVBW Stock Holding History

OneDigital Investment Advisors’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
2024 Q4	–	Sell	-7,200	Closed	-$218K	–	1482
2024 Q3	$218K	Hold	7,200	–	–	﹤0.01%	1321
2024 Q2	$214K	Buy	+7,200	New	+$212K	﹤0.01%	1258

Other funds holding NVBW

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

AAM

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

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

KAS

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CRWM

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

OneDigital Investment Advisors's NVBW Position: Q4 2024 in Review

OneDigital Investment Advisors sold out of AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) in Q4 2024, closing a stake of 7,200 shares — an estimated $218K sold.

OneDigital Investment Advisors first reported a position in NVBW in Q2 2024 and held it in 2 quarters. The position peaked at $218K in Q3 2024. 35 funds tracked by Wall St. Rank hold NVBW as of Q4 2024.

OneDigital Investment Advisors reported no remaining AllianzIM U.S. Equity Buffer20 Nov ETF position as of Q4 2024 after selling out during the quarter.
OneDigital Investment Advisors sold 7,200 AllianzIM U.S. Equity Buffer20 Nov ETF shares in Q4 2024, an estimated $218K.
OneDigital Investment Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Nov ETF in Q2 2024 and held it in 2 quarters.
OneDigital Investment Advisors's AllianzIM U.S. Equity Buffer20 Nov ETF position peaked at $218K in Q3 2024.
35 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Nov ETF as of Q4 2024.

Based on OneDigital Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.