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AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) Institutional Ownership

$36.79 -0.05 (-0.14%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for AllianzIM U.S. Equity Buffer20 Nov ETF (BATS:NVBW)

Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$1.91M
Number of
Institutional Sellers
(last 12 months)
0
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NVBW Institutional Buying and Selling by Quarter

AllianzIM U.S. Equity Buffer20 Nov ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/9/2026 Harbour Investments Inc.29,806$1.09M0.0%N/A1.028%
10/30/2026 Blue Bell Private Wealth Management LLC1,996$73K0.0%N/A0.075%
10/8/2026 Farther Finance Advisors LLC18,187$664K0.0%+1.7%0.686%
1/23/2026 Farther Finance Advisors LLC17,886$605K0.0%+105.6%0.650%
1/1/2026JPMorgan Chase & Co.12,729$424K0.0%N/A0.762%
11/7/2025JPMorgan Chase & Co.12,729$424K0.0%N/A0.762%
7/30/2025 Strategic Blueprint LLC9,280$299K0.0%-17.3%0.408%
5/15/2025OLD Mission Capital LLC38,854$1.19M0.0%N/A1.868%
4/29/2025Strategic Blueprint LLC11,228$344K0.0%-32.5%0.515%
2/10/2025Creative Financial Designs Inc. ADV5,432$168K0.0%N/A0.494%
2/10/2025Farther Finance Advisors LLC8,698$269K0.0%N/A0.791%
1/23/2025Strategic Blueprint LLC16,623$515K0.0%-23.4%1.511%
10/25/2024Strategic Blueprint LLC21,701$657K0.0%-7.3%1.973%
7/27/2024Strategic Blueprint LLC23,399$697K0.0%-3.8%2.127%
4/23/2024Strategic Blueprint LLC24,329$712K0.1%-5.1%2.153%
1/25/2024Strategic Blueprint LLC25,644$728K0.1%-10.5%2.442%
10/18/2023Strategic Blueprint LLC28,660$787K0.1%-6.0%2.730%
8/8/2023Blue Bell Private Wealth Management LLC2,351$66K0.0%+32.5%0.224%
4/28/2023Strategic Blueprint LLC28,702$757K0.1%+75.1%2.158%
3/6/2023OLD Mission Capital LLC46,950$1.18M0.0%N/A3.354%
2/3/2023Blue Bell Private Wealth Management LLC1,600$40K0.0%N/A0.114%


NVBW Institutional Ownership - Frequently Asked Questions

During the previous two years, the following institutional investors and hedge funds held shares of AllianzIM U.S. Equity Buffer20 Nov ETF shares: OLD Mission Capital LLC ($1.19M), Harbour Investments Inc. ($1.09M), Farther Finance Advisors LLC ($664K), JPMorgan Chase & Co. ($424K), Strategic Blueprint LLC ($299K), and Creative Financial Designs Inc. ADV ($168K), and Blue Bell Private Wealth Management LLC ($73K).Learn more on AllianzIM U.S. Equity Buffer20 Nov ETF's institutional investors.

The following institutional investors have purchased AllianzIM U.S. Equity Buffer20 Nov ETF's stock in the last 24 months: OLD Mission Capital LLC ($38.85K), Harbour Investments Inc. ($29.81K), JPMorgan Chase & Co. ($25.46K), Farther Finance Advisors LLC ($18.19K), Creative Financial Designs Inc. ADV ($5.43K), and Blue Bell Private Wealth Management LLC ($2.00K).

Institutional investors have bought a total of 54,020 shares in the last 24 months. This purchase volume represents approximately $1.91M in transactions.



Institutional ownership data for BATS:NVBW is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/9/2026. New 13F filings are added each quarter as they're published.
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