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Advisory Alpha’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Advisory Alpha’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
2024
Q4 		– Sell
-9,362
Closed -$329K – 450
2024
Q3 		$329K Buy
+9,362
New +$325K 0.01% 295

Other funds holding OCTW

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Advisory Alpha's OCTW Position: Q4 2024 in Review

Advisory Alpha sold out of AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) in Q4 2024, closing a stake of 9,362 shares — an estimated $329K sold.

Advisory Alpha first reported a position in OCTW in Q3 2024 and held it in 1 quarter. The position peaked at $329K in Q3 2024. 89 funds tracked by Wall St. Rank hold OCTW as of Q4 2024.

  • Advisory Alpha reported no remaining AllianzIM U.S. Equity Buffer20 Oct ETF position as of Q4 2024 after selling out during the quarter.
  • Advisory Alpha sold 9,362 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q4 2024, an estimated $329K.
  • Advisory Alpha first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q3 2024 and held it in 1 quarter.
  • Advisory Alpha's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $329K in Q3 2024.
  • 89 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q4 2024.

Based on Advisory Alpha's 13F filing for Q4 2024, filed 17 Jan 2025.