Authentikos Wealth Advisory’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Authentikos Wealth Advisory’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	–	Sell	-21,249	Closed	-$817K	–	74
2026 Q1	$817K	Buy	21,249 +421	+2%	+$16.4K	0.55%	44
2025 Q4	$812K	Buy	+20,828	New	+$804K	0.54%	46
2025 Q1	–	Sell	-46,914	Closed	-$1.67M	–	93
2024 Q4	$1.67M	Buy	+46,914	New	+$1.66M	1.65%	18
2023 Q4	–	Sell	-2	Closed	-$62	–	409
2023 Q3	$62	Buy	+2	New	+$61	﹤0.01%	638

Other funds holding OCTW

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Authentikos Wealth Advisory's OCTW Position: Q2 2026 in Review

Authentikos Wealth Advisory sold out of AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) in Q2 2026, closing a stake of 21,249 shares — an estimated $817K sold.

Authentikos Wealth Advisory first reported a position in OCTW in Q3 2023 and held it in 4 quarters. The position peaked at $1.67M in Q4 2024. 81 funds tracked by Wall St. Rank hold OCTW as of Q2 2026.

Authentikos Wealth Advisory reported no remaining AllianzIM U.S. Equity Buffer20 Oct ETF position as of Q2 2026 after selling out during the quarter.
Authentikos Wealth Advisory sold 21,249 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q2 2026, an estimated $817K.
Authentikos Wealth Advisory first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q3 2023 and held it in 4 quarters.
Authentikos Wealth Advisory's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $1.67M in Q4 2024.
81 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2026.

Based on Authentikos Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.