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 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 $377B AUM 19.32% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Belpointe Asset Management's OCTW Position: Q1 2026 in Review

Belpointe Asset Management held its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) position steady in Q1 2026 at 6,490 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #925.

Belpointe Asset Management first reported a position in OCTW in Q1 2024 and has held it in 9 quarters since. The position peaked at $295K in Q4 2024. 99 funds tracked by Wall St. Rank hold OCTW as of Q1 2026.

Belpointe Asset Management held 6,490 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $250K as of Q1 2026.
Belpointe Asset 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 0.01% of Belpointe Asset Management's portfolio in Q1 2026, its #925 holding.
Belpointe Asset Management first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q1 2024 and has held it in 9 quarters since.
Belpointe Asset Management's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $295K in Q4 2024.
99 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.