Spire Wealth Management’s AllianzIM U.S. Equity Buffer20 Nov ETF NVBW Stock Holding History

Spire Wealth Management’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	$2.32M	Sell	65,228 -851	-1%	-$29.8K	0.07%	249
2026 Q1	$2.2M	Sell	66,079 -62	-0.1%	-$2.1K	0.08%	240
2025 Q4	$2.24M	Buy	66,141 +46,506	+237%	+$1.56M	0.07%	232
2025 Q3	$654K	Sell	19,635 -2,423	-11%	-$79.4K	0.02%	470
2025 Q2	$711K	Sell	22,058 -11,312	-34%	-$350K	0.03%	431
2025 Q1	$1.02M	Sell	33,370 -3,926	-11%	-$122K	0.03%	393
2024 Q4	$1.16M	Buy	+37,296	New	+$1.15M	0.04%	355

Other funds holding NVBW

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

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

Spire Wealth Management reduced its AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) stake by 1.3% in Q2 2026, selling an estimated $29.8K and leaving 65,228 shares worth $2.32M. The position accounts for 0.07% of the portfolio, ranked #249.

Spire Wealth Management first reported a position in NVBW in Q4 2024 and has held it in 7 quarters since. 8 funds tracked by Wall St. Rank hold NVBW as of Q2 2026.

Spire Wealth Management held 65,228 shares of AllianzIM U.S. Equity Buffer20 Nov ETF worth $2.32M as of Q2 2026.
Spire Wealth Management sold 851 AllianzIM U.S. Equity Buffer20 Nov ETF shares in Q2 2026, an estimated $29.8K.
AllianzIM U.S. Equity Buffer20 Nov ETF made up 0.07% of Spire Wealth Management's portfolio in Q2 2026, its #249 holding.
Spire Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Nov ETF in Q4 2024 and has held it in 7 quarters since.
8 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Nov ETF as of Q2 2026.

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