Summary
NVBT Chart
AllianzIM U.S. Large Cap Buffer10 Nov ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 11,767 | $433,613.95 | $468,973.78 | $35,359.83 | 8.15% |
 Jeff Ameen Spire Wealth Management | 1,163 | $37,983.58 | $46,368.81 | $8,385.23 | 22.08% |
| BMH Brandi M. Hoffmann Allianz Investment Management U.S. LLC | 5,000 | $125,347.5 | $199,175 | $73,827.5 | 58.9% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 7,795 | $286,943.35 | $310,786.65 | $23,843.3 | 8.31% |
| NR Nichole Raftopoulos Nvest Financial LLC | 7,912 | $291,557.2 | $315,293.2 | $23,736 | 8.14% |
AllianzIM U.S. Large Cap Buffer10 Nov ETF (NVBT) FAQ
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AllianzIM U.S. Large Cap Buffer10 Nov ETF Profile
| ARCA Exchange | US Country |
Overview
The fund described is a financial product designed for investors looking to mitigate risks while attempting to capture growth through the performance of the SPDR® S&P 500® ETF Trust over a specified one-year period from November 1 to October 31. The strategy employs a dual approach to protect and potentially grow investments. It uses a buffer to protect against the first 10% of losses, providing some defense in down markets, and caps the maximum return an investor can achieve, balancing the risk and reward. This fund is non-diversified, meaning it may not spread its investments across a wide array of securities, which could lead to greater volatility.
Products and Services
- Buffered Strategy
This product aims to offer investors peace of mind by buffering the first 10% of losses over the course of the specified one-year target period. It is designed to protect against market downturns, making it particularly appealing for risk-averse investors.
- Cap on Returns
The cap is a predefined maximum percentage return that investors can achieve over the one-year target period. While this means there is a limit to the gains that can be achieved, it also aligns with the fund's strategy of balancing risk and reward, making it suitable for conservative investors looking for stability over speculative gains.
