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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Authentikos Wealth Advisory's OCTW Position: Q1 2026 in Review

Authentikos Wealth Advisory increased its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) stake by 2% in Q1 2026, buying an estimated $16.4K and bringing the position to 21,249 shares worth $817K. The position accounts for 0.55% of the portfolio, ranked #44.

Authentikos Wealth Advisory first reported a position in OCTW in Q3 2023 and has held it in 4 quarters since. The position peaked at $1.67M in Q4 2024. 99 funds tracked by Wall St. Rank hold OCTW as of Q1 2026.

  • Authentikos Wealth Advisory held 21,249 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $817K as of Q1 2026.
  • Authentikos Wealth Advisory bought 421 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q1 2026, an estimated $16.4K.
  • AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.55% of Authentikos Wealth Advisory's portfolio in Q1 2026, its #44 holding.
  • Authentikos Wealth Advisory first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q3 2023 and has held it in 4 quarters since.
  • Authentikos Wealth Advisory's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $1.67M in Q4 2024.
  • 99 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q1 2026.

Based on Authentikos Wealth Advisory's 13F filing for Q1 2026, filed 7 May 2026.