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Advyzon Investment Management’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Advyzon Investment 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
2026
Q1 		$5.04M Buy
131,095
+67,614
+107% +$2.64M 0.45% 50
2025
Q4 		$2.48M Buy
63,481
+56,646
+829% +$2.19M 0.29% 84
2025
Q3 		$262K Buy
+6,835
New +$258K 0.05% 354

Other funds holding OCTW

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Advyzon Investment Management's OCTW Position: Q1 2026 in Review

Advyzon Investment Management increased its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) stake by 107% in Q1 2026, buying an estimated $2.64M and bringing the position to 131,095 shares worth $5.04M. The position accounts for 0.45% of the portfolio, ranked #50.

Advyzon Investment Management first reported a position in OCTW in Q3 2025 and has held it in 3 quarters since. 99 funds tracked by Wall St. Rank hold OCTW as of Q1 2026.

  • Advyzon Investment Management held 131,095 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $5.04M as of Q1 2026.
  • Advyzon Investment Management bought 67,614 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q1 2026, an estimated $2.64M.
  • AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.45% of Advyzon Investment Management's portfolio in Q1 2026, its #50 holding.
  • Advyzon Investment Management first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q3 2025 and has held it in 3 quarters since.
  • 99 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.