SMAM
NVBW icon

Sugar Maple Asset Management’s AllianzIM U.S. Equity Buffer20 Nov ETF NVBW Stock Holding History

Sugar Maple Asset 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
2025
Q1 		– Sell
-853
Closed -$26.4K – 336
2024
Q4 		$26.4K Buy
+853
New +$26.2K 0.02% 164

Other funds holding NVBW

MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Sugar Maple Asset Management's NVBW Position: Q1 2025 in Review

Sugar Maple Asset Management sold out of AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) in Q1 2025, closing a stake of 853 shares — an estimated $26.4K sold.

Sugar Maple Asset Management first reported a position in NVBW in Q4 2024 and held it in 1 quarter. The position peaked at $26.4K in Q4 2024. 36 funds tracked by Wall St. Rank hold NVBW as of Q1 2025.

  • Sugar Maple Asset Management reported no remaining AllianzIM U.S. Equity Buffer20 Nov ETF position as of Q1 2025 after selling out during the quarter.
  • Sugar Maple Asset Management sold 853 AllianzIM U.S. Equity Buffer20 Nov ETF shares in Q1 2025, an estimated $26.4K.
  • Sugar Maple Asset Management first reported a position in AllianzIM U.S. Equity Buffer20 Nov ETF in Q4 2024 and held it in 1 quarter.
  • Sugar Maple Asset Management's AllianzIM U.S. Equity Buffer20 Nov ETF position peaked at $26.4K in Q4 2024.
  • 36 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Nov ETF as of Q1 2025.

Based on Sugar Maple Asset Management's 13F filing for Q1 2025, filed 10 Apr 2025.