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American Portfolios Advisors’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$1.16M Buy
43,325
+38,486
+795% +$1.03M 0.05% 386
2022
Q2 		$127K Buy
4,839
+1,989
+70% +$53.1K 0.01% 1286
2022
Q1 		$78.4K Hold
2,850
– – ﹤0.01% 1651
2021
Q4 		$78.9K Buy
+2,850
New +$78.1K ﹤0.01% 1635

Other funds holding OCTW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

American Portfolios Advisors's OCTW Position: Q3 2022 in Review

American Portfolios Advisors increased its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) stake by 795% in Q3 2022, buying an estimated $1.03M and bringing the position to 43,325 shares worth $1.16M. The position accounts for 0.05% of the portfolio, ranked #386.

American Portfolios Advisors first reported a position in OCTW in Q4 2021 and has held it in 4 quarters since. 24 funds tracked by Wall St. Rank hold OCTW as of Q3 2022.

  • American Portfolios Advisors held 43,325 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $1.16M as of Q3 2022.
  • American Portfolios Advisors bought 38,486 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q3 2022, an estimated $1.03M.
  • AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.05% of American Portfolios Advisors's portfolio in Q3 2022, its #386 holding.
  • American Portfolios Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2021 and has held it in 4 quarters since.
  • 24 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.