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Arax Advisory Partners’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Arax Advisory Partners’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
Q1 		– Sell
-947
Closed -$36.9K – 4176
2025
Q4 		$36.9K Hold
947
– – ﹤0.01% 1777
2025
Q3 		$36.3K Buy
+947
New +$35.7K ﹤0.01% 1993

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AFS
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KAS
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MAWAG
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CF
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Osaic Holdings
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Cetera Investment Advisers
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Arax Advisory Partners's OCTW Position: Q1 2026 in Review

Arax Advisory Partners sold out of AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) in Q1 2026, closing a stake of 947 shares — an estimated $36.9K sold.

Arax Advisory Partners first reported a position in OCTW in Q3 2025 and held it in 2 quarters. The position peaked at $36.9K in Q4 2025. 99 funds tracked by Wall St. Rank hold OCTW as of Q1 2026.

  • Arax Advisory Partners reported no remaining AllianzIM U.S. Equity Buffer20 Oct ETF position as of Q1 2026 after selling out during the quarter.
  • Arax Advisory Partners sold 947 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q1 2026, an estimated $36.9K.
  • Arax Advisory Partners first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q3 2025 and held it in 2 quarters.
  • Arax Advisory Partners's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $36.9K in Q4 2025.
  • 99 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.