PI
NVBU

PFG Investments’s AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF NVBU Stock Holding History

PFG Investments’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 		$258K Sell
8,360
-850
-9% -$25.7K 0.01% 1038
2026
Q1 		$259K Hold
9,210
– – 0.01% 936
2025
Q4 		$267K Buy
+9,210
New +$265K 0.01% 870

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
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

PFG Investments's NVBU Position: Q2 2026 in Review

PFG Investments reduced its AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF (NVBU) stake by 9.2% in Q2 2026, selling an estimated $25.7K and leaving 8,360 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #1038.

PFG Investments first reported a position in NVBU in Q4 2025 and has held it in 3 quarters since. The position peaked at $267K in Q4 2025. 24 funds tracked by Wall St. Rank hold NVBU as of Q2 2026.

  • PFG Investments held 8,360 shares of AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF worth $258K as of Q2 2026.
  • PFG Investments sold 850 AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF shares in Q2 2026, an estimated $25.7K.
  • AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF made up 0.01% of PFG Investments's portfolio in Q2 2026, its #1038 holding.
  • PFG Investments first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF in Q4 2025 and has held it in 3 quarters since.
  • PFG Investments's AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF position peaked at $267K in Q4 2025.
  • 24 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.