Advisornet Financial’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Advisornet Financial’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
2026 Q2	$126K	Hold	3,070	–	–	0.01%	797
2026 Q1	$118K	Hold	3,070	–	–	0.01%	766
2025 Q4	$120K	Hold	3,070	–	–	0.01%	755
2025 Q3	$118K	Hold	3,070	–	–	0.01%	749
2025 Q2	$114K	Hold	3,070	–	–	0.01%	727
2025 Q1	$108K	Hold	3,070	–	–	0.01%	706
2024 Q4	$109K	Hold	3,070	–	–	0.01%	663
2024 Q3	$108K	Hold	3,070	–	–	0.01%	680
2024 Q2	$106K	Hold	3,070	–	–	0.01%	624
2024 Q1	$104K	Sell	3,070 -1,000	-25%	-$33.3K	0.01%	623
2023 Q4	$133K	Sell	4,070 -11	-0.3%	-$349	0.01%	559
2023 Q3	$127K	Buy	4,081 +11	+0.3%	+$338	0.01%	553
2023 Q2	$124K	Hold	4,070	–	–	0.01%	590
2023 Q1	$119K	Hold	4,070	–	–	0.01%	584
2022 Q4	$113K	Hold	4,070	–	–	0.01%	591
2022 Q3	$109K	Buy	4,070 +3,070	+307%	+$82K	0.01%	637
2022 Q2	$26K	Hold	1,000	–	–	﹤0.01%	1048
2022 Q1	$28K	Buy	+1,000	New	+$27.3K	﹤0.01%	1147

Other funds holding OCTW

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

EWM

Elevation Wealth Management Eden Prairie, Minnesota $134M AUM

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SRA

Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Advisornet Financial's OCTW Position: Q2 2026 in Review

Advisornet Financial held its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) position steady in Q2 2026 at 3,070 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #797.

Advisornet Financial first reported a position in OCTW in Q1 2022 and has held it in 18 quarters since. The position peaked at $133K in Q4 2023. 34 funds tracked by Wall St. Rank hold OCTW as of Q2 2026.

Advisornet Financial held 3,070 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $126K as of Q2 2026.
Advisornet Financial left its AllianzIM U.S. Equity Buffer20 Oct ETF share count unchanged in Q2 2026.
AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #797 holding.
Advisornet Financial first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q1 2022 and has held it in 18 quarters since.
Advisornet Financial's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $133K in Q4 2023.
34 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.