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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
Q2 		$8.48M Buy
207,260
+76,165
+58% +$3.07M 0.62% 33
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 $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
GCP
Guardian Capital (Pennsylvania) Wexford, Pennsylvania $122M AUM

Advyzon Investment Management's OCTW Position: Q2 2026 in Review

Advyzon Investment Management increased its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) stake by 58% in Q2 2026, buying an estimated $3.07M and bringing the position to 207,260 shares worth $8.48M. The position accounts for 0.62% of the portfolio, ranked #33.

Advyzon Investment Management first reported a position in OCTW in Q3 2025 and has held it in 4 quarters since. 81 funds tracked by Wall St. Rank hold OCTW as of Q2 2026.

  • Advyzon Investment Management held 207,260 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $8.48M as of Q2 2026.
  • Advyzon Investment Management bought 76,165 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q2 2026, an estimated $3.07M.
  • AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.62% of Advyzon Investment Management's portfolio in Q2 2026, its #33 holding.
  • Advyzon Investment Management first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q3 2025 and has held it in 4 quarters since.
  • 81 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.