AWE
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Avidian Wealth Enterprises’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Avidian Wealth Enterprises’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 		$271K Hold
6,635
– – 0.01% 624
2026
Q1 		$255K Hold
6,635
– – 0.01% 577
2025
Q4 		$259K Buy
+6,635
New +$256K 0.01% 504

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

Avidian Wealth Enterprises's OCTW Position: Q2 2026 in Review

Avidian Wealth Enterprises held its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) position steady in Q2 2026 at 6,635 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #624.

Avidian Wealth Enterprises first reported a position in OCTW in Q4 2025 and has held it in 3 quarters since. 81 funds tracked by Wall St. Rank hold OCTW as of Q2 2026.

  • Avidian Wealth Enterprises held 6,635 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $271K as of Q2 2026.
  • Avidian Wealth Enterprises left its AllianzIM U.S. Equity Buffer20 Oct ETF share count unchanged in Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #624 holding.
  • Avidian Wealth Enterprises first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2025 and has held it in 3 quarters since.
  • 81 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.