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Bright Futures Wealth Management’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Bright Futures Wealth 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
2024
Q4 		– Sell
-64,416
Closed -$2.27M – 195
2024
Q3 		$2.27M Buy
+64,416
New +$2.24M 1.1% 22

Other funds holding OCTW

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Bright Futures Wealth Management's OCTW Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) in Q4 2024, closing a stake of 64,416 shares — an estimated $2.27M sold.

Bright Futures Wealth Management first reported a position in OCTW in Q3 2024 and held it in 1 quarter. The position peaked at $2.27M in Q3 2024. 89 funds tracked by Wall St. Rank hold OCTW as of Q4 2024.

  • Bright Futures Wealth Management reported no remaining AllianzIM U.S. Equity Buffer20 Oct ETF position as of Q4 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 64,416 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q4 2024, an estimated $2.27M.
  • Bright Futures Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q3 2024 and held it in 1 quarter.
  • Bright Futures Wealth Management's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $2.27M in Q3 2024.
  • 89 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.