FSR Wealth Management Ltd. Invests $327,000 in AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF $NVBU

FSR Wealth Management Ltd. acquired a new position in AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF (BATS:NVBU) during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 12,286 shares of the company’s stock, valued at approximately $327,000. AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF makes up 0.4% of FSR Wealth Management Ltd.’s holdings, making the stock its 27th largest holding.

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Stephens Inc. AR raised its position in shares of AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF by 2.3% during the second quarter. Stephens Inc. AR now owns 120,402 shares of the company’s stock worth $3,200,000 after purchasing an additional 2,692 shares during the period. Lloyd Advisory Services LLC. acquired a new stake in shares of AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF during the second quarter worth $1,495,000. B.O.S.S. Retirement Advisors LLC acquired a new stake in shares of AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF during the second quarter worth $878,000. Secured Retirement Advisors LLC raised its position in shares of AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF by 2.0% during the second 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 period. Finally, Consolidated Portfolio Review Corp acquired a new stake in shares of AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF during the second quarter worth $358,000.

AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF Stock Up 1.7%

Shares of AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF stock opened at $28.78 on Friday. The stock’s fifty day moving average is $27.95 and its 200-day moving average is $26.59. AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF has a 12-month low of $22.92 and a 12-month high of $27.13.

AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF 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.