AIMU
OCTU

Allianz Investment Management US’s AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF OCTU Stock Holding History

Allianz Investment Management US’s Portfolio OCTU Stock Details OCTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$6.36M Buy
223,514
+137,368
+159% +$3.89M 3.98% 8
2025
Q3 		$2.41M Sell
86,146
-65,000
-43% -$1.76M 0.09% 26
2025
Q2 		$3.97M Sell
151,146
-20,000
-12% -$500K 0.17% 22
2025
Q1 		$4.15M Sell
171,146
-25,000
-13% -$636K 0.23% 24
2024
Q4 		$4.97M Buy
+196,146
New +$5M 0.35% 22

Other funds holding OCTU

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Allianz Investment Management US's OCTU Position: Q4 2025 in Review

Allianz Investment Management US increased its AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) stake by 159% in Q4 2025, buying an estimated $3.89M and bringing the position to 223,514 shares worth $6.36M. The position accounts for 3.98% of the portfolio, ranked #8.

Allianz Investment Management US first reported a position in OCTU in Q4 2024 and has held it in 5 quarters since. 39 funds tracked by Wall St. Rank hold OCTU as of Q4 2025.

  • Allianz Investment Management US held 223,514 shares of AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF worth $6.36M as of Q4 2025.
  • Allianz Investment Management US bought 137,368 AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF shares in Q4 2025, an estimated $3.89M.
  • AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF made up 3.98% of Allianz Investment Management US's portfolio in Q4 2025, its #8 holding.
  • Allianz Investment Management US first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF in Q4 2024 and has held it in 5 quarters since.
  • 39 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF as of Q4 2025.

Based on Allianz Investment Management US's 13F filing for Q4 2025, filed 11 Feb 2026.