BCGM Wealth Management’s AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF OCTU Stock Holding History

BCGM Wealth Management’s Portfolio OCTU Stock Details OCTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$240K	Sell	7,901 -1,339	-14%	-$39.8K	0.05%	167
2026 Q1	$255K	Hold	9,240	–	–	0.06%	162
2025 Q4	$263K	Hold	9,240	–	–	0.07%	156
2025 Q3	$259K	Hold	9,240	–	–	0.07%	155
2025 Q2	$243K	Hold	9,240	–	–	0.07%	150
2025 Q1	$228K	Hold	9,240	–	–	0.07%	145
2024 Q4	$234K	Buy	+9,240	New	+$235K	0.07%	142

Other funds holding OCTU

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UFF

USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

BCGM Wealth Management's OCTU Position: Q2 2026 in Review

BCGM Wealth Management reduced its AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) stake by 14% in Q2 2026, selling an estimated $39.8K and leaving 7,901 shares worth $240K. The position accounts for 0.05% of the portfolio, ranked #167.

BCGM Wealth Management first reported a position in OCTU in Q4 2024 and has held it in 7 quarters since. The position peaked at $263K in Q4 2025. 36 funds tracked by Wall St. Rank hold OCTU as of Q2 2026.

BCGM Wealth Management held 7,901 shares of AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF worth $240K as of Q2 2026.
BCGM Wealth Management sold 1,339 AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF shares in Q2 2026, an estimated $39.8K.
AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF made up 0.05% of BCGM Wealth Management's portfolio in Q2 2026, its #167 holding.
BCGM Wealth Management first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF in Q4 2024 and has held it in 7 quarters since.
BCGM Wealth Management's AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF position peaked at $263K in Q4 2025.
36 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.