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

Advus Financial Partners’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
Q3 		$2.04M Sell
48,466
-2,757
-5% -$114K 0.57% 37
2026
Q2 		$2.1M Buy
+51,223
New +$2.06M 0.6% 36

Other funds holding OCTW

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Allianz
Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Guardian Capital (Pennsylvania)
Guardian Capital (Pennsylvania) Wexford, Pennsylvania $132M AUM 27.32% 1-Year Est. Return
Centaurus Financial
Centaurus Financial Anaheim, California $2.59B AUM 20.02% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return
Elevation Wealth Management
Elevation Wealth Management Eden Prairie, Minnesota $148M AUM 25.29% 1-Year Est. Return

Advus Financial Partners's OCTW Position: Q3 2026 in Review

Advus Financial Partners reduced its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) stake by 5.4% in Q3 2026, selling an estimated $114K and leaving 48,466 shares worth $2.04M. The position accounts for 0.57% of the portfolio, ranked #37.

Advus Financial Partners first reported a position in OCTW in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.1M in Q2 2026. 63 funds tracked by Wall St. Rank hold OCTW as of Q3 2026.

  • Advus Financial Partners held 48,466 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $2.04M as of Q3 2026.
  • Advus Financial Partners sold 2,757 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q3 2026, an estimated $114K.
  • AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.57% of Advus Financial Partners's portfolio in Q3 2026, its #37 holding.
  • Advus Financial Partners first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q2 2026 and has held it in 2 quarters since.
  • Advus Financial Partners's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $2.1M in Q2 2026.
  • 63 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q3 2026.

Based on Advus Financial Partners's 13F filing for Q3 2026, filed 20 Oct 2026.