B.O.S.S. Retirement Advisors’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

B.O.S.S. Retirement Advisors’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	-106,592	Closed	-$4.1M	–	172
2026 Q1	$4.1M	Sell	106,592 -8,918	-8%	-$348K	1.25%	17
2025 Q4	$4.5M	Buy	+115,510	New	+$4.46M	1.42%	17
2025 Q3	–	Sell	-157,718	Closed	-$5.84M	–	207
2025 Q2	$5.84M	Sell	157,718 -8	-0%	-$284	1.47%	15
2025 Q1	$5.54M	Buy	157,726 +786	+0.5%	+$28.1K	1.61%	14
2024 Q4	$5.58M	Buy	+156,940	New	+$5.56M	1.56%	14

Other funds holding OCTW

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

SRA

Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

B.O.S.S. Retirement Advisors's OCTW Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors sold out of AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) in Q2 2026, closing a stake of 106,592 shares — an estimated $4.1M sold.

B.O.S.S. Retirement Advisors first reported a position in OCTW in Q4 2024 and held it in 5 quarters. The position peaked at $5.84M in Q2 2025. 21 funds tracked by Wall St. Rank hold OCTW as of Q2 2026.

B.O.S.S. Retirement Advisors reported no remaining AllianzIM U.S. Equity Buffer20 Oct ETF position as of Q2 2026 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 106,592 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q2 2026, an estimated $4.1M.
B.O.S.S. Retirement Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2024 and held it in 5 quarters.
B.O.S.S. Retirement Advisors's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $5.84M in Q2 2025.
21 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.