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Spire Wealth Management’s AllianzIM U.S. Equity Buffer10 Nov ETF NVBT Stock Holding History

Spire Wealth Management’s Portfolio NVBT Stock Details NVBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$46.1K Hold
1,163
– – ﹤0.01% 1199
2026
Q1 		$41.6K Hold
1,163
– – ﹤0.01% 1218
2025
Q4 		$42.9K Hold
1,163
– – ﹤0.01% 1231
2025
Q3 		$42K Hold
1,163
– – ﹤0.01% 1290
2025
Q2 		$39.9K Hold
1,163
– – ﹤0.01% 1281
2025
Q1 		$37.1K Hold
1,163
– – ﹤0.01% 1393
2024
Q4 		$38K Buy
+1,163
New +$37.8K ﹤0.01% 1395

Other funds holding NVBT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IAAG
Innovative Asset Advisors Group Shelton, Connecticut $229M AUM
NF
Nvest Financial Portsmouth, New Hampshire $316M AUM 29.79% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Spire Wealth Management's NVBT Position: Q2 2026 in Review

Spire Wealth Management held its AllianzIM U.S. Equity Buffer10 Nov ETF (NVBT) position steady in Q2 2026 at 1,163 shares worth $46.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1199.

Spire Wealth Management first reported a position in NVBT in Q4 2024 and has held it in 7 quarters since. 15 funds tracked by Wall St. Rank hold NVBT as of Q2 2026.

  • Spire Wealth Management held 1,163 shares of AllianzIM U.S. Equity Buffer10 Nov ETF worth $46.1K as of Q2 2026.
  • Spire Wealth Management left its AllianzIM U.S. Equity Buffer10 Nov ETF share count unchanged in Q2 2026.
  • AllianzIM U.S. Equity Buffer10 Nov ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1199 holding.
  • Spire Wealth Management first reported a position in AllianzIM U.S. Equity Buffer10 Nov ETF in Q4 2024 and has held it in 7 quarters since.
  • 15 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Nov ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.