Advisornet Financial’s AllianzIM U.S. Large Cap Buffer20 Oct ETF OCTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $118K | Hold |
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|
2025
Q2 | $114K | Hold |
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|
2025
Q1 | $108K | Hold |
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|
2024
Q4 | $109K | Hold |
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|
2024
Q3 | $108K | Hold |
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|
2024
Q2 | $106K | Hold |
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|
2024
Q1 | $104K | Sell |
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|
2023
Q4 | $133K | Sell |
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|
2023
Q3 | $127K | Buy |
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|
2023
Q2 | $124K | Hold |
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|
2023
Q1 | $119K | Hold |
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|
2022
Q4 | $113K | Hold |
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|
2022
Q3 | $109K | Buy |
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|
2022
Q2 | $26K | Hold |
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|
2022
Q1 | $28K | Buy |
|