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Patriot Financial Group Insurance Agency’s AllianzIM U.S. Equity Buffer20 Nov ETF NVBW Stock Holding History

Patriot Financial Group Insurance Agency’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 		$257K Sell
7,226
-7,226
-50% -$253K 0.03% 421
2026
Q1 		$481K Buy
14,452
+7,226
+100% +$245K 0.03% 454
2025
Q4 		$244K Buy
+7,226
New +$242K 0.03% 430

Other funds holding NVBW

Commonwealth Equity Services
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
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TWP
Tyche Wealth Partners Plano, Texas $712M AUM 29.07% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

Patriot Financial Group Insurance Agency's NVBW Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) stake by 50% in Q2 2026, selling an estimated $253K and leaving 7,226 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #421.

Patriot Financial Group Insurance Agency first reported a position in NVBW in Q4 2025 and has held it in 3 quarters since. The position peaked at $481K in Q1 2026. 34 funds tracked by Wall St. Rank hold NVBW as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 7,226 shares of AllianzIM U.S. Equity Buffer20 Nov ETF worth $257K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 7,226 AllianzIM U.S. Equity Buffer20 Nov ETF shares in Q2 2026, an estimated $253K.
  • AllianzIM U.S. Equity Buffer20 Nov ETF made up 0.03% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #421 holding.
  • Patriot Financial Group Insurance Agency first reported a position in AllianzIM U.S. Equity Buffer20 Nov ETF in Q4 2025 and has held it in 3 quarters since.
  • Patriot Financial Group Insurance Agency's AllianzIM U.S. Equity Buffer20 Nov ETF position peaked at $481K in Q1 2026.
  • 34 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Nov ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.