AWS
OCTW icon

Atria Wealth Solutions’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$2.96M Sell
80,080
-8,133
-9% -$289K 0.07% 320
2025
Q1 		$3.1M Sell
88,213
-42,488
-33% -$1.52M 0.04% 490
2024
Q4 		$4.65M Buy
130,701
+63,152
+93% +$2.24M 0.05% 370
2024
Q3 		$2.37M Sell
67,549
-7,556
-10% -$263K 0.03% 569
2024
Q2 		$2.59M Sell
75,105
-4,678
-6% -$159K 0.03% 547
2024
Q1 		$2.7M Sell
79,783
-4,961
-6% -$165K 0.03% 531
2023
Q4 		$2.77M Buy
84,744
+27,052
+47% +$859K 0.03% 497
2023
Q3 		$1.79M Buy
57,692
+9,496
+20% +$292K 0.03% 598
2023
Q2 		$1.47M Sell
48,196
-39,860
-45% -$1.18M 0.02% 687
2023
Q1 		$2.57M Sell
88,056
-22,175
-20% -$634K 0.04% 455
2022
Q4 		$3.07M Buy
110,231
+35,764
+48% +$987K 0.05% 374
2022
Q3 		$1.99M Buy
74,467
+66,675
+856% +$1.78M 0.03% 482
2022
Q2 		$204K Buy
+7,792
New +$208K ﹤0.01% 1453

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GI
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CF
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Cetera Investment Advisers
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LAS
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Envestnet Asset Management
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KAS
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return