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BridgePort Financial Solutions’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

BridgePort Financial Solutions’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 		$254K Hold
6,605
– – 0.07% 202
2025
Q4 		$258K Buy
+6,605
New +$255K 0.07% 199

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BridgePort Financial Solutions's OCTW Position: Q1 2026 in Review

BridgePort Financial Solutions held its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) position steady in Q1 2026 at 6,605 shares worth $254K. The position accounts for 0.07% of the portfolio, ranked #202.

BridgePort Financial Solutions first reported a position in OCTW in Q4 2025 and has held it in 2 quarters since. The position peaked at $258K in Q4 2025. 99 funds tracked by Wall St. Rank hold OCTW as of Q1 2026.

  • BridgePort Financial Solutions held 6,605 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $254K as of Q1 2026.
  • BridgePort Financial Solutions left its AllianzIM U.S. Equity Buffer20 Oct ETF share count unchanged in Q1 2026.
  • AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.07% of BridgePort Financial Solutions's portfolio in Q1 2026, its #202 holding.
  • BridgePort Financial Solutions first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2025 and has held it in 2 quarters since.
  • BridgePort Financial Solutions's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $258K in Q4 2025.
  • 99 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.