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OCTU

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

Allianz’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
2026
Q1 		$13.4M Buy
485,852
+404,706
+499% +$11.5M 0.15% 80
2025
Q4 		$2.31M Buy
+81,146
New +$2.3M 0.03% 202

Other funds holding OCTU

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
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
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return

Allianz's OCTU Position: Q1 2026 in Review

Allianz increased its AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) stake by 499% in Q1 2026, buying an estimated $11.5M and bringing the position to 485,852 shares worth $13.4M. The position accounts for 0.15% of the portfolio, ranked #80.

Allianz first reported a position in OCTU in Q4 2025 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold OCTU as of Q1 2026.

  • Allianz held 485,852 shares of AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF worth $13.4M as of Q1 2026.
  • Allianz bought 404,706 AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF shares in Q1 2026, an estimated $11.5M.
  • AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF made up 0.15% of Allianz's portfolio in Q1 2026, its #80 holding.
  • Allianz first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF in Q4 2025 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF as of Q1 2026.

Based on Allianz's 13F filing for Q1 2026, filed 11 May 2026.