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

Tyche 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
Q1 		$808K Sell
24,290
-400
-2% -$13.5K 0.12% 129
2025
Q4 		$835K Buy
+24,690
New +$828K 0.13% 127

Other funds holding NVBW

Commonwealth Equity Services
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Tyche Wealth Partners's NVBW Position: Q1 2026 in Review

Tyche Wealth Partners reduced its AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) stake by 1.6% in Q1 2026, selling an estimated $13.5K and leaving 24,290 shares worth $808K. The position accounts for 0.12% of the portfolio, ranked #129.

Tyche Wealth Partners first reported a position in NVBW in Q4 2025 and has held it in 2 quarters since. The position peaked at $835K in Q4 2025. 44 funds tracked by Wall St. Rank hold NVBW as of Q1 2026.

  • Tyche Wealth Partners held 24,290 shares of AllianzIM U.S. Equity Buffer20 Nov ETF worth $808K as of Q1 2026.
  • Tyche Wealth Partners sold 400 AllianzIM U.S. Equity Buffer20 Nov ETF shares in Q1 2026, an estimated $13.5K.
  • AllianzIM U.S. Equity Buffer20 Nov ETF made up 0.12% of Tyche Wealth Partners's portfolio in Q1 2026, its #129 holding.
  • Tyche Wealth Partners first reported a position in AllianzIM U.S. Equity Buffer20 Nov ETF in Q4 2025 and has held it in 2 quarters since.
  • Tyche Wealth Partners's AllianzIM U.S. Equity Buffer20 Nov ETF position peaked at $835K in Q4 2025.
  • 44 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Nov ETF as of Q1 2026.

Based on Tyche Wealth Partners's 13F filing for Q1 2026, filed 6 May 2026.