Sagespring Wealth Partners’s AllianzIM U.S. Equity Buffer20 Nov ETF NVBW Stock Holding History

Sagespring Wealth Partners’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	$332K	Hold	9,332	–	–	0.01%	650
2026 Q1	$311K	Sell	9,332 -588	-6%	-$19.9K	0.01%	644
2025 Q4	$336K	Hold	9,920	–	–	0.01%	587
2025 Q3	$330K	Sell	9,920 -3,342	-25%	-$109K	0.01%	576
2025 Q2	$427K	Hold	13,262	–	–	0.01%	475
2025 Q1	$406K	Hold	13,262	–	–	0.01%	435
2024 Q4	$411K	Buy	+13,262	New	+$408K	0.01%	391

Other funds holding NVBW

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Sagespring Wealth Partners's NVBW Position: Q2 2026 in Review

Sagespring Wealth Partners held its AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) position steady in Q2 2026 at 9,332 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #650.

Sagespring Wealth Partners first reported a position in NVBW in Q4 2024 and has held it in 7 quarters since. The position peaked at $427K in Q2 2025. 50 funds tracked by Wall St. Rank hold NVBW as of Q2 2026.

Sagespring Wealth Partners held 9,332 shares of AllianzIM U.S. Equity Buffer20 Nov ETF worth $332K as of Q2 2026.
Sagespring Wealth Partners left its AllianzIM U.S. Equity Buffer20 Nov ETF share count unchanged in Q2 2026.
AllianzIM U.S. Equity Buffer20 Nov ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #650 holding.
Sagespring Wealth Partners first reported a position in AllianzIM U.S. Equity Buffer20 Nov ETF in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's AllianzIM U.S. Equity Buffer20 Nov ETF position peaked at $427K in Q2 2025.
50 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Nov ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.