FWG Investments LLC. Takes Position in AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF $NVBU

FWG Investments LLC. purchased a new stake in shares of AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF (BATS:NVBU) during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 8,571 shares of the company’s stock, valued at approximately $228,000. FWG Investments LLC. owned approximately 0.59% of AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF at the end of the most recent quarter.

Other large investors have also recently added to or reduced their stakes in the company. Secured Retirement Advisors LLC increased its position in AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF by 2.0% in the 2nd quarter. Secured Retirement Advisors LLC now owns 27,941 shares of the company’s stock worth $743,000 after purchasing an additional 539 shares during the last quarter. Stephens Inc. AR lifted its holdings in shares of AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF by 1.5% during the 1st quarter. Stephens Inc. AR now owns 117,710 shares of the company’s stock valued at $2,920,000 after buying an additional 1,789 shares during the last quarter. LifeWealth Investments LLC bought a new stake in shares of AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF in the 2nd quarter valued at approximately $264,000. FSR Wealth Management Ltd. acquired a new position in AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF in the second quarter worth approximately $327,000. Finally, Consolidated Portfolio Review Corp bought a new position in AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF during the second quarter valued at approximately $358,000.

AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF Stock Down 0.9%

NVBU stock opened at $28.91 on Friday. The company has a fifty day simple moving average of $28.10 and a 200 day simple moving average of $26.74. AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF has a 1 year low of $22.92 and a 1 year high of $27.13.

AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF Company Profile

The AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF (NVBU) is an exchange-traded fund that mostly invests in large cap equity. The fund aims for specific buffered losses and uncapped gains on the SPDR S&P 500 ETF Trust over a one-year period. The actively managed fund holds options and collateral NVBU was launched on Oct 31, 2024 and is issued by Allianz.