Accurate Wealth Management’s AllianzIM U.S. Equity Buffer100 Protection ETF AIOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$236K Sell
8,891
-395
-4% -$10.4K 0.02% 526
2026
Q2
$245K Buy
+9,286
New +$242K 0.02% 503

Other funds holding AIOO

Accurate Wealth Management's AIOO Position: Q3 2026 in Review

Accurate Wealth Management reduced its AllianzIM U.S. Equity Buffer100 Protection ETF (AIOO) stake by 4.3% in Q3 2026, selling an estimated $10.4K and leaving 8,891 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #526.

Accurate Wealth Management first reported a position in AIOO in Q2 2026 and has held it in 2 quarters since. The position peaked at $245K in Q2 2026. 8 funds tracked by Wall St. Rank hold AIOO as of Q3 2026.

  • Accurate Wealth Management held 8,891 shares of AllianzIM U.S. Equity Buffer100 Protection ETF worth $236K as of Q3 2026.
  • Accurate Wealth Management sold 395 AllianzIM U.S. Equity Buffer100 Protection ETF shares in Q3 2026, an estimated $10.4K.
  • AllianzIM U.S. Equity Buffer100 Protection ETF made up 0.02% of Accurate Wealth Management's portfolio in Q3 2026, its #526 holding.
  • Accurate Wealth Management first reported a position in AllianzIM U.S. Equity Buffer100 Protection ETF in Q2 2026 and has held it in 2 quarters since.
  • Accurate Wealth Management's AllianzIM U.S. Equity Buffer100 Protection ETF position peaked at $245K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer100 Protection ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.