Blackston Financial Advisory Group’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Blackston Financial Advisory Group’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	$829K	Buy	21,537 +490	+2%	+$19.1K	0.52%	30
2025 Q4	$821K	Buy	+21,047	New	+$813K	0.5%	29
2025 Q3	–	Sell	-16,847	Closed	-$624K	–	118
2025 Q2	$624K	Buy	16,847 +5,300	+46%	+$188K	0.39%	41
2025 Q1	$406K	Buy	+11,547	New	+$412K	0.28%	51

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

Blackston Financial Advisory Group's OCTW Position: Q1 2026 in Review

Blackston Financial Advisory Group increased its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) stake by 2.3% in Q1 2026, buying an estimated $19.1K and bringing the position to 21,537 shares worth $829K. The position accounts for 0.52% of the portfolio, ranked #30.

Blackston Financial Advisory Group first reported a position in OCTW in Q1 2025 and has held it in 4 quarters since. 99 funds tracked by Wall St. Rank hold OCTW as of Q1 2026.

Blackston Financial Advisory Group held 21,537 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $829K as of Q1 2026.
Blackston Financial Advisory Group bought 490 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q1 2026, an estimated $19.1K.
AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.52% of Blackston Financial Advisory Group's portfolio in Q1 2026, its #30 holding.
Blackston Financial Advisory Group first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q1 2025 and has held it in 4 quarters since.
99 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q1 2026.

Based on Blackston Financial Advisory Group's 13F filing for Q1 2026, filed 23 Apr 2026.