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AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF (NVBU) Institutional Ownership

$26.67 -0.45 (-1.67%)
As of 08/1/2025 03:56 PM Eastern
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Institutional Ownership Changes (13F Filings) for AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF (BATS:NVBU)

Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$17.68M
Number of
Institutional Sellers
(last 12 months)
0
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NVBU Institutional Buying and Selling by Quarter

AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/31/2025 FSR Wealth Management Ltd.12,286$327K0.4%N/A0.847%
7/30/2025 LifeWealth Investments LLC9,950$264K0.1%N/A0.686%
7/29/2025 Stephens Inc. AR120,402$3.20M0.0%+2.3%8.304%
7/23/2025 Secured Retirement Advisors LLC27,941$743K0.4%+2.0%1.927%
7/18/2025 B.O.S.S. Retirement Advisors LLC33,048$878K0.2%N/A2.279%
7/18/2025 Consolidated Portfolio Review Corp13,453$358K0.0%N/A0.928%
7/16/2025 Lloyd Advisory Services LLC.56,272$1.50M0.7%N/A3.881%
5/1/2025 Secured Retirement Advisors LLC27,402$680K0.4%+8.7%3.536%
5/1/2025 Stephens Inc. AR117,710$2.92M0.0%+1.5%15.188%
2/17/2025Citadel Advisors LLC16,745$428K0.0%N/A0.000%
2/13/2025Maxwell Wealth Strategies Inc.11,584$296K0.1%N/A0.000%
2/13/2025Envestnet Asset Management Inc.13,453$344K0.0%N/A0.000%
2/12/2025StoneX Group Inc.13,453$344K0.0%N/A0.000%
2/12/2025Allianz Investment Management U.S. LLC198,275$5.07M0.4%N/A0.000%
2/12/2025NBZ Investment Advisors LLC9,834$251K0.1%N/A0.000%
2/10/2025 Harbour Investments Inc.3,169$81K0.0%N/A0.000%
2/10/2025Commonwealth Equity Services LLC63,286$1.62M0.0%N/A0.000%
1/30/2025 Secured Retirement Advisors LLC25,210$644K0.4%N/A0.000%
1/30/2025Bright Futures Wealth Management LLC.81,011$2.12M1.9%N/A0.000%
1/28/2025 Stephens Inc. AR115,921$2.96M0.0%N/A0.000%
(Data available from 1/1/2016 forward)

NVBU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NVBU shares?

During the previous two years, 16 institutional investors and hedge funds held shares of AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF. The most heavily invested institutionals were Allianz Investment Management U.S. LLC ($5.07M), Stephens Inc. AR ($3.20M), Bright Futures Wealth Management LLC. ($2.12M), Commonwealth Equity Services LLC ($1.62M), Lloyd Advisory Services LLC. ($1.50M), B.O.S.S. Retirement Advisors LLC ($878K), and Secured Retirement Advisors LLC ($743K).Learn more on AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF's institutional investors.

Which institutional investors have been buying AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF's stock?

Of the 16 institutional investors that purchased AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Allianz Investment Management U.S. LLC ($198.28K), Stephens Inc. AR ($120.40K), Bright Futures Wealth Management LLC. ($81.01K), Commonwealth Equity Services LLC ($63.29K), Lloyd Advisory Services LLC. ($56.27K), B.O.S.S. Retirement Advisors LLC ($33.05K), and Secured Retirement Advisors LLC ($27.94K).

How much institutional buying is happening at AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF?

Institutional investors have bought a total of 684,162 shares in the last 24 months. This purchase volume represents approximately $17.68M in transactions.



This page (BATS:NVBU) was last updated on 8/2/2025 by MarketBeat.com Staff
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