SRA
NVBU

Secured Retirement Advisors’s AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF NVBU Stock Holding History

Secured Retirement Advisors’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 		$688K Buy
22,308
+811
+4% +$24.5K 0.35% 99
2026
Q1 		$605K Sell
21,497
-58
-0.3% -$1.68K 0.34% 97
2025
Q4 		$624K Sell
21,555
-4,110
-16% -$118K 0.35% 93
2025
Q3 		$727K Sell
25,665
-2,276
-8% -$62.2K 0.41% 88
2025
Q2 		$743K Buy
27,941
+539
+2% +$13.6K 0.44% 89
2025
Q1 		$680K Buy
27,402
+2,192
+9% +$56.2K 0.44% 94
2024
Q4 		$644K Buy
+25,210
New +$654K 0.37% 101

Other funds holding NVBU

CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Secured Retirement Advisors's NVBU Position: Q2 2026 in Review

Secured Retirement Advisors increased its AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF (NVBU) stake by 3.8% in Q2 2026, buying an estimated $24.5K and bringing the position to 22,308 shares worth $688K. The position accounts for 0.35% of the portfolio, ranked #99.

Secured Retirement Advisors first reported a position in NVBU in Q4 2024 and has held it in 7 quarters since. The position peaked at $743K in Q2 2025. 5 funds tracked by Wall St. Rank hold NVBU as of Q2 2026.

  • Secured Retirement Advisors held 22,308 shares of AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF worth $688K as of Q2 2026.
  • Secured Retirement Advisors bought 811 AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF shares in Q2 2026, an estimated $24.5K.
  • AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF made up 0.35% of Secured Retirement Advisors's portfolio in Q2 2026, its #99 holding.
  • Secured Retirement Advisors first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF in Q4 2024 and has held it in 7 quarters since.
  • Secured Retirement Advisors's AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF position peaked at $743K in Q2 2025.
  • 5 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.