RWPA
NVBU

Richard W. Paul & Associates’s AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF NVBU Stock Holding History

Richard W. Paul & Associates’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
2025
Q3 		– Sell
-32
Closed -$850 – 354
2025
Q2 		$850 Buy
+32
New +$806 ﹤0.01% 327

Other funds holding NVBU

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Richard W. Paul & Associates's NVBU Position: Q3 2025 in Review

Richard W. Paul & Associates sold out of AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF (NVBU) in Q3 2025, closing a stake of 32 shares — an estimated $850 sold.

Richard W. Paul & Associates first reported a position in NVBU in Q2 2025 and held it in 1 quarter. The position peaked at $850 in Q2 2025. 20 funds tracked by Wall St. Rank hold NVBU as of Q3 2025.

  • Richard W. Paul & Associates reported no remaining AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF position as of Q3 2025 after selling out during the quarter.
  • Richard W. Paul & Associates sold 32 AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF shares in Q3 2025, an estimated $850.
  • Richard W. Paul & Associates first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF in Q2 2025 and held it in 1 quarter.
  • Richard W. Paul & Associates's AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF position peaked at $850 in Q2 2025.
  • 20 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF as of Q3 2025.

Based on Richard W. Paul & Associates's 13F filing for Q3 2025, filed 13 Nov 2025.