World Investment Advisors’s AllianzIM U.S. Equity Buffer20 Nov ETF NVBW Stock Holding History

World Investment Advisors’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	$811K	Buy	+24,359	New	+$825K	0.01%	789

Other funds holding NVBW

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AAM

American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CRWM

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

World Investment Advisors's NVBW Position: Q1 2026 in Review

World Investment Advisors opened a new position in AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) in Q1 2026: 24,359 shares worth $811K. The stake represents 0.01% of the portfolio and ranks #789 among its holdings.

44 funds tracked by Wall St. Rank hold NVBW as of Q1 2026.

World Investment Advisors held 24,359 shares of AllianzIM U.S. Equity Buffer20 Nov ETF worth $811K as of Q1 2026.
AllianzIM U.S. Equity Buffer20 Nov ETF was a new World Investment Advisors position in Q1 2026.
AllianzIM U.S. Equity Buffer20 Nov ETF made up 0.01% of World Investment Advisors's portfolio in Q1 2026, its #789 holding.
44 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Nov ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.