Arax Advisory Partners’s AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF OCTU Stock Holding History

Arax Advisory Partners’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 Q2	$797K	Buy	26,214 +10,760	+70%	+$320K	0.01%	1339
2026 Q1	$427K	Buy	15,454 +1,256	+9%	+$35.7K	0.01%	709
2025 Q4	$404K	Buy	+14,198	New	+$402K	0.01%	687
2025 Q3	–	Sell	-13,576	Closed	-$357K	–	4385
2025 Q2	$357K	Buy	13,576 +122	+0.9%	+$3.05K	0.02%	486
2025 Q1	$332K	Buy	+13,454	New	+$342K	0.02%	400

Other funds holding OCTU

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UFF

USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Arax Advisory Partners's OCTU Position: Q2 2026 in Review

Arax Advisory Partners increased its AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) stake by 70% in Q2 2026, buying an estimated $320K and bringing the position to 26,214 shares worth $797K. The position accounts for 0.01% of the portfolio, ranked #1339.

Arax Advisory Partners first reported a position in OCTU in Q1 2025 and has held it in 5 quarters since. 36 funds tracked by Wall St. Rank hold OCTU as of Q2 2026.

Arax Advisory Partners held 26,214 shares of AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF worth $797K as of Q2 2026.
Arax Advisory Partners bought 10,760 AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF shares in Q2 2026, an estimated $320K.
AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1339 holding.
Arax Advisory Partners first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF in Q1 2025 and has held it in 5 quarters since.
36 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.