Advus Financial Partners, LLC’s AllianzIM U.S. Equity Buffer20 Nov ETF NVBW Stock Holding History

Advus Financial Partners, LLC’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	$236K	Sell	6,637 -100	-1%	-$3.5K	0.05%	237
2026 Q1	$224K	Hold	6,737	–	–	0.06%	232
2025 Q4	$228K	Buy	6,737 +200	+3%	+$6.7K	0.06%	219
2025 Q3	$218K	Sell	6,537 -50	-0.8%	-$1.64K	0.05%	245
2025 Q2	$212K	Sell	6,587 -204	-3%	-$6.32K	0.05%	242
2025 Q1	$208K	Hold	6,791	–	–	0.06%	223
2024 Q4	$210K	Buy	+6,791	New	+$209K	0.06%	216

Other funds holding NVBW

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CRWM

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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Advus Financial Partners, LLC's NVBW Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) stake by 1.5% in Q2 2026, selling an estimated $3.5K and leaving 6,637 shares worth $236K. The position accounts for 0.05% of the portfolio, ranked #237.

Advus Financial Partners, LLC first reported a position in NVBW in Q4 2024 and has held it in 7 quarters since. 50 funds tracked by Wall St. Rank hold NVBW as of Q2 2026.

Advus Financial Partners, LLC held 6,637 shares of AllianzIM U.S. Equity Buffer20 Nov ETF worth $236K as of Q2 2026.
Advus Financial Partners, LLC sold 100 AllianzIM U.S. Equity Buffer20 Nov ETF shares in Q2 2026, an estimated $3.5K.
AllianzIM U.S. Equity Buffer20 Nov ETF made up 0.05% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #237 holding.
Advus Financial Partners, LLC first reported a position in AllianzIM U.S. Equity Buffer20 Nov ETF in Q4 2024 and has held it in 7 quarters since.
50 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Nov ETF as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.