AWM
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Accurate Wealth Management’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Accurate Wealth Management’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
2023
Q2 		– Sell
-20,157
Closed -$587K – 282
2023
Q1 		$587K Buy
20,157
+11,188
+125% +$320K 0.2% 116
2022
Q4 		$253K Buy
+8,969
New +$248K 0.09% 190

Other funds holding OCTW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Accurate Wealth Management's OCTW Position: Q2 2023 in Review

Accurate Wealth Management sold out of AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) in Q2 2023, closing a stake of 20,157 shares — an estimated $587K sold.

Accurate Wealth Management first reported a position in OCTW in Q4 2022 and held it in 2 quarters. The position peaked at $587K in Q1 2023. 28 funds tracked by Wall St. Rank hold OCTW as of Q2 2023.

  • Accurate Wealth Management reported no remaining AllianzIM U.S. Equity Buffer20 Oct ETF position as of Q2 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 20,157 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q2 2023, an estimated $587K.
  • Accurate Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2022 and held it in 2 quarters.
  • Accurate Wealth Management's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $587K in Q1 2023.
  • 28 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2023.

Based on Accurate Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.