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
Q2 		– Sell
-2,873
Closed -$80.9K – 831
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 $9.48B 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

Quest 10 Wealth Builders's NVBU Position: Q2 2026 in Review

Quest 10 Wealth Builders sold out of AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF (NVBU) in Q2 2026, closing a stake of 2,873 shares — an estimated $80.9K sold.

Quest 10 Wealth Builders first reported a position in NVBU in Q2 2025 and held it in 4 quarters. The position peaked at $89.5K in Q2 2025. 24 funds tracked by Wall St. Rank hold NVBU as of Q2 2026.

  • Quest 10 Wealth Builders reported no remaining AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF position as of Q2 2026 after selling out during the quarter.
  • Quest 10 Wealth Builders sold 2,873 AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF shares in Q2 2026, an estimated $80.9K.
  • Quest 10 Wealth Builders first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF in Q2 2025 and held it in 4 quarters.
  • Quest 10 Wealth Builders's AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF position peaked at $89.5K in Q2 2025.
  • 24 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.