CREATIVE FINANCIAL DESIGNS INC /ADV NVBT — ALLIANZIM U.S. LARGE CAP BUFFER10 NOV ETF

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  ·  7 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported ALLIANZIM U.S. LARGE CAP BUFFER10 NOV ETF (NVBT) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. The latest visible filing shows NVBT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NVBT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CREATIVE FINANCIAL DESIGNS INC /ADV's position in ALLIANZIM U.S. LARGE CAP BUFFER10 NOV ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NVBT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NVBT stock page CREATIVE FINANCIAL DESIGNS INC /ADV fund profile CREATIVE FINANCIAL DESIGNS INC /ADV full holdings
How CREATIVE FINANCIAL DESIGNS INC /ADV held NVBT — position size vs. price
% of Fund (quarterly)    NVBT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 268 — 0% 0.00% $10K 2026-04-13 $37.17
2025 Q4 REDUCED — — — 268 -9 -3.2% 0.00% $10K 2026-02-06 $37.24
2025 Q3 UNCHANGED — — — 277 — 0% 0.00% $10K 2025-11-14 (Est.) $36.25
2025 Q2 UNCHANGED — — — 277 — 0% 0.00% $10K 2025-08-04 $34.89
2025 Q1 REDUCED 11.5% +7.7% ❌ 277 -36 -11.5% 0.00% $9K 2025-04-23 $31.00
2024 Q4 REDUCED 64.6% -2.4% ✅ 313 -572 -64.6% 0.00% $10K 2025-02-10 $33.40
2024 Q3 INITIATED — — — 885 — — 0.00% $28K 2024-10-28 $31.94

🏢 Other funds also holding NVBT

As of 2026 Q1 — sorted by position size

JIM SAULNIER & ASSOCIATES, LLC 0.11% Nvest Financial, LLC 3Y 0.11% Accurate Wealth Management, LLC 3Y 0.04% KESTRA PRIVATE WEALTH SERVICES, LLC 3Y 0.01% Concurrent Investment Advisors, LLC 0.01% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0% Spire Wealth Management 3Y 0.0% SIGNATUREFD, LLC 3Y 7Y 0.0% IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and NVBT

These are the practical questions this page is built to answer before you even open the full history table.

How long has CREATIVE FINANCIAL DESIGNS INC /ADV reported owning NVBT?

CREATIVE FINANCIAL DESIGNS INC /ADV reported NVBT across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported NVBT position in CREATIVE FINANCIAL DESIGNS INC /ADV's portfolio?

The largest reported portfolio weight for NVBT was 0.00% in 2024 Q3.

What is the latest reported NVBT position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 268 shares, equal to 0.00% of portfolio, with an estimated market value of $10K.

What does the chart on this NVBT ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV's quarterly NVBT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CREATIVE FINANCIAL DESIGNS INC /ADV time their NVBT position?

Based on 13F filing dates vs. subsequent NVBT price moves, CREATIVE FINANCIAL DESIGNS INC /ADV correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on NVBT relative to SPY over the holding period was -2.2%.

← Back to CREATIVE FINANCIAL DESIGNS INC /ADV Holdings