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Avantax Advisory Services’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Avantax Advisory Services’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 		$1.2M Buy
32,400
+43
+0.1% +$1.53K 0.01% 1053
2025
Q1 		$1.14M Buy
32,357
+1,245
+4% +$44.5K 0.01% 1022
2024
Q4 		$1.11M Buy
31,112
+23,555
+312% +$835K 0.01% 992
2024
Q3 		$265K Buy
+7,557
New +$263K ﹤0.01% 1846

Other funds holding OCTW

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Avantax Advisory Services's OCTW Position: Q2 2025 in Review

Avantax Advisory Services increased its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) stake by 0.13% in Q2 2025, buying an estimated $1.53K and bringing the position to 32,400 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #1053.

Avantax Advisory Services first reported a position in OCTW in Q3 2024 and has held it in 4 quarters since. 86 funds tracked by Wall St. Rank hold OCTW as of Q2 2025.

  • Avantax Advisory Services held 32,400 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $1.2M as of Q2 2025.
  • Avantax Advisory Services bought 43 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q2 2025, an estimated $1.53K.
  • AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1053 holding.
  • Avantax Advisory Services first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q3 2024 and has held it in 4 quarters since.
  • 86 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.