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

BIP Wealth’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 		$913K Sell
22,310
-1,038
-4% -$41.8K 0.03% 275
2026
Q1 		$898K Sell
23,348
-415
-2% -$16.2K 0.04% 218
2025
Q4 		$927K Buy
+23,763
New +$917K 0.03% 221

Other funds holding OCTW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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
CF
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

BIP Wealth's OCTW Position: Q2 2026 in Review

BIP Wealth reduced its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) stake by 4.4% in Q2 2026, selling an estimated $41.8K and leaving 22,310 shares worth $913K. The position accounts for 0.03% of the portfolio, ranked #275.

BIP Wealth first reported a position in OCTW in Q4 2025 and has held it in 3 quarters since. The position peaked at $927K in Q4 2025. 81 funds tracked by Wall St. Rank hold OCTW as of Q2 2026.

  • BIP Wealth held 22,310 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $913K as of Q2 2026.
  • BIP Wealth sold 1,038 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q2 2026, an estimated $41.8K.
  • AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.03% of BIP Wealth's portfolio in Q2 2026, its #275 holding.
  • BIP Wealth first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2025 and has held it in 3 quarters since.
  • BIP Wealth's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $927K in Q4 2025.
  • 81 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.