Summary
NVBU Chart
AllianzIM U.S. Buffered Nov Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 5,700 | $152,263.73 | $176,643 | $24,379.27 | 16.01% |
| BMH Brandi M. Hoffmann Allianz Investment Management U.S. LLC | 127,275 | $3.25M | $3.94M | $691,357.8 | 21.25% |
 Brian Szymczak FSR Wealth Management Ltd. | 10,310 | $273,988.71 | $320,048.17 | $46,059.46 | 16.81% |
| FIL FWG Investments LLC FWG Investments LLC | 10,041 | $269,492.99 | $311,697.74 | $42,204.75 | 15.66% |
| BP Brett Pohl Kingdom Financial Group LLC | 219 | $6,340.17 | $6,798.31 | $458.14 | 7.23% |
AllianzIM U.S. Buffered Nov Fund (NVBU) FAQ
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AllianzIM U.S. Buffered Nov Fund Profile
| BATS Exchange | US Country |
Overview
The company operates in the financial sector, focusing primarily on investments that mimic the economic characteristics of U.S. large cap equity securities. By investing at least 80% of its net assets in such instruments, the company caters to clients seeking exposure to large cap markets through a non-traditional investment vehicle. The company's strategic decision to invest substantially all of its assets in FLexible EXchange Options (FLEX Options) that reference an underlying ETF distinguishes its approach from more conventional investments. This investment philosophy underlines a commitment to providing alternative investment solutions. The firm's status as non-diversified indicates a focused investment approach, potentially aiming at higher returns at the cost of higher risk compared to diversified funds.
Products and Services
The company's product portfolio centers on innovative investment strategies, specifically tailored to replicate the performance of U.S. large cap equities through derivatives and other financial instruments. Below is an outline of the primary products and services offered:
- Investment in FLEX Options: The core offering involves investing in FLexible EXchange Options that reference the underlying ETF. This method provides clients with a way to gain exposure to U.S. large cap equities without directly investing in the stocks themselves. FLEX Options offer customizable terms, such as exercise prices, styles, and expiration dates, allowing for tailored risk management and investment strategies.
By focusing on FLEX Options, the company leverages their unique characteristics to potentially enhance returns for investors who seek exposure to large cap equity markets but with potentially lower risk and greater flexibility compared to direct equity investments.
