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Ausdal Financial Partners’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Ausdal Financial 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
Q2 		$3.5M Buy
85,533
+39,287
+85% +$1.58M 0.14% 168
2026
Q1 		$1.78M Buy
+46,246
New +$1.81M 0.08% 248

Other funds holding OCTW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Ausdal Financial Partners's OCTW Position: Q2 2026 in Review

Ausdal Financial Partners increased its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) stake by 85% in Q2 2026, buying an estimated $1.58M and bringing the position to 85,533 shares worth $3.5M. The position accounts for 0.14% of the portfolio, ranked #168.

Ausdal Financial Partners first reported a position in OCTW in Q1 2026 and has held it in 2 quarters since. 81 funds tracked by Wall St. Rank hold OCTW as of Q2 2026.

  • Ausdal Financial Partners held 85,533 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $3.5M as of Q2 2026.
  • Ausdal Financial Partners bought 39,287 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q2 2026, an estimated $1.58M.
  • AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.14% of Ausdal Financial Partners's portfolio in Q2 2026, its #168 holding.
  • Ausdal Financial Partners first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q1 2026 and has held it in 2 quarters since.
  • 81 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.