Q1WB
NVBU

Quest 10 Wealth Builders’s AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF NVBU Stock Holding History

Quest 10 Wealth Builders’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 		$80.9K Buy
2,873
+82
+3% +$2.37K 0.07% 159
2025
Q4 		$80.8K Sell
2,791
-15
-0.5% -$431 0.07% 148
2025
Q3 		$79.4K Sell
2,806
-561
-17% -$15.3K 0.07% 139
2025
Q2 		$89.5K Buy
+3,367
New +$84.8K 0.09% 133

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
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Quest 10 Wealth Builders's NVBU Position: Q1 2026 in Review

Quest 10 Wealth Builders increased its AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF (NVBU) stake by 2.9% in Q1 2026, buying an estimated $2.37K and bringing the position to 2,873 shares worth $80.9K. The position accounts for 0.07% of the portfolio, ranked #159.

Quest 10 Wealth Builders first reported a position in NVBU in Q2 2025 and has held it in 4 quarters since. The position peaked at $89.5K in Q2 2025. 32 funds tracked by Wall St. Rank hold NVBU as of Q1 2026.

  • Quest 10 Wealth Builders held 2,873 shares of AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF worth $80.9K as of Q1 2026.
  • Quest 10 Wealth Builders bought 82 AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF shares in Q1 2026, an estimated $2.37K.
  • AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF made up 0.07% of Quest 10 Wealth Builders's portfolio in Q1 2026, its #159 holding.
  • Quest 10 Wealth Builders first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF in Q2 2025 and has held it in 4 quarters since.
  • Quest 10 Wealth Builders's AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF position peaked at $89.5K in Q2 2025.
  • 32 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF as of Q1 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q1 2026, filed 6 May 2026.