Authentikos Wealth Advisory
OCTU icon

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

Authentikos Wealth Advisory’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
2025
Q3 		– Sell
-280,129
Closed -$7.36M – 65
2025
Q2 		$7.36M Buy
+280,129
New +$7M 5.12% 8

Other funds holding OCTU

RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Stephens Inc
Stephens Inc Little Rock, Arkansas $9.06B AUM 17.42% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
USA Financial Formulas
USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return
Allianz Investment Management US
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Cypress Wealth Services
Cypress Wealth Services Palm Desert, California $848M AUM 19.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Authentikos Wealth Advisory's OCTU Position: Q3 2025 in Review

Authentikos Wealth Advisory sold out of AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) in Q3 2025, closing a stake of 280,129 shares — an estimated $7.36M sold.

Authentikos Wealth Advisory first reported a position in OCTU in Q2 2025 and held it in 1 quarter. The position peaked at $7.36M in Q2 2025. 27 funds tracked by Wall St. Rank hold OCTU as of Q3 2025.

  • Authentikos Wealth Advisory reported no remaining AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF position as of Q3 2025 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 280,129 AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF shares in Q3 2025, an estimated $7.36M.
  • Authentikos Wealth Advisory first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF in Q2 2025 and held it in 1 quarter.
  • Authentikos Wealth Advisory's AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF position peaked at $7.36M in Q2 2025.
  • 27 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF as of Q3 2025.

Based on Authentikos Wealth Advisory's 13F filing for Q3 2025, filed 5 Nov 2025.