Belpointe Asset Management’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Belpointe Asset 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 Q2	$266K	Hold	6,490	–	–	0.01%	942
2026 Q1	$250K	Hold	6,490	–	–	0.01%	925
2025 Q4	$253K	Hold	6,490	–	–	0.01%	877
2025 Q3	$249K	Hold	6,490	–	–	0.01%	851
2025 Q2	$240K	Hold	6,490	–	–	0.01%	820
2025 Q1	$228K	Sell	6,490 -1,962	-23%	-$70.1K	0.01%	813
2024 Q4	$295K	Buy	8,452 +1,962	+30%	+$69.5K	0.02%	661
2024 Q3	$228K	Hold	6,490	–	–	0.01%	766
2024 Q2	$224K	Hold	6,490	–	–	0.02%	685
2024 Q1	$220K	Buy	+6,490	New	+$216K	0.02%	710

Other funds holding OCTW

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Belpointe Asset Management's OCTW Position: Q2 2026 in Review

Belpointe Asset Management held its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) position steady in Q2 2026 at 6,490 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #942.

Belpointe Asset Management first reported a position in OCTW in Q1 2024 and has held it in 10 quarters since. The position peaked at $295K in Q4 2024. 81 funds tracked by Wall St. Rank hold OCTW as of Q2 2026.

Belpointe Asset Management held 6,490 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $266K as of Q2 2026.
Belpointe Asset Management 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 Belpointe Asset Management's portfolio in Q2 2026, its #942 holding.
Belpointe Asset Management first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q1 2024 and has held it in 10 quarters since.
Belpointe Asset Management's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $295K in Q4 2024.
81 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.