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BCGM Wealth Management’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

BCGM Wealth Management’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 		$374K Hold
9,715
– – 0.09% 127
2025
Q4 		$379K Buy
+9,715
New +$375K 0.1% 124

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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

BCGM Wealth Management's OCTW Position: Q1 2026 in Review

BCGM Wealth Management held its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) position steady in Q1 2026 at 9,715 shares worth $374K. The position accounts for 0.09% of the portfolio, ranked #127.

BCGM Wealth Management first reported a position in OCTW in Q4 2025 and has held it in 2 quarters since. The position peaked at $379K in Q4 2025. 99 funds tracked by Wall St. Rank hold OCTW as of Q1 2026.

  • BCGM Wealth Management held 9,715 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $374K as of Q1 2026.
  • BCGM Wealth Management left its AllianzIM U.S. Equity Buffer20 Oct ETF share count unchanged in Q1 2026.
  • AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.09% of BCGM Wealth Management's portfolio in Q1 2026, its #127 holding.
  • BCGM Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2025 and has held it in 2 quarters since.
  • BCGM Wealth Management's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $379K in Q4 2025.
  • 99 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q1 2026.

Based on BCGM Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.