AssetMark Inc
OCTW icon

AssetMark Inc’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

AssetMark Inc’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
Q3 		$2.82K Hold
67
– – ﹤0.01% 2943
2026
Q2 		$2.74K Hold
67
– – ﹤0.01% 2881
2026
Q1 		$2.58K Hold
67
– – ﹤0.01% 2783
2025
Q4 		$2.61K Buy
+67
New +$2.59K ﹤0.01% 2694

Other funds holding OCTW

Commonwealth Equity Services
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Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return
Elevation Wealth Management
Elevation Wealth Management Eden Prairie, Minnesota $148M AUM 25.29% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return
Long Island Wealth Management
Long Island Wealth Management Melville, New York $256M AUM 12.83% 1-Year Est. Return
AFP
Advus Financial Partners Winter Park, Florida $355M AUM 12.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

AssetMark Inc's OCTW Position: Q3 2026 in Review

AssetMark Inc held its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) position steady in Q3 2026 at 67 shares worth $2.82K. The position accounts for ﹤0.01% of the portfolio, ranked #2943.

AssetMark Inc first reported a position in OCTW in Q4 2025 and has held it in 4 quarters since. 34 funds tracked by Wall St. Rank hold OCTW as of Q3 2026.

  • AssetMark Inc held 67 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $2.82K as of Q3 2026.
  • AssetMark Inc left its AllianzIM U.S. Equity Buffer20 Oct ETF share count unchanged in Q3 2026.
  • AllianzIM U.S. Equity Buffer20 Oct ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2943 holding.
  • AssetMark Inc first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2025 and has held it in 4 quarters since.
  • 34 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.