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55I LLC’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

55I LLC’s Portfolio OCTW Stock Details OCTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$529K Buy
+19,790
New +$528K 0.01% 366

Other funds holding OCTW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

55I LLC's OCTW Position: Q3 2022 in Review

55I LLC opened a new position in AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) in Q3 2022: 19,790 shares worth $529K. The stake represents 0.01% of the portfolio and ranks #366 among its holdings.

24 funds tracked by Wall St. Rank hold OCTW as of Q3 2022.

  • 55I LLC held 19,790 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $529K as of Q3 2022.
  • AllianzIM U.S. Equity Buffer20 Oct ETF was a new 55I LLC position in Q3 2022.
  • AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.01% of 55I LLC's portfolio in Q3 2022, its #366 holding.
  • 24 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.