BCM
OCTW icon

Brookstone Capital Management’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Brookstone Capital 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
2025
Q4 		– Sell
-5,983
Closed -$229K – 1214
2025
Q3 		$229K Sell
5,983
-82
-1% -$3.09K ﹤0.01% 1054
2025
Q2 		$224K Buy
+6,065
New +$216K ﹤0.01% 983

Other funds holding OCTW

LPL Financial
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
Raymond James Financial
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Brookstone Capital Management's OCTW Position: Q4 2025 in Review

Brookstone Capital Management sold out of AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) in Q4 2025, closing a stake of 5,983 shares — an estimated $229K sold.

Brookstone Capital Management first reported a position in OCTW in Q2 2025 and held it in 2 quarters. The position peaked at $229K in Q3 2025. 96 funds tracked by Wall St. Rank hold OCTW as of Q4 2025.

  • Brookstone Capital Management reported no remaining AllianzIM U.S. Equity Buffer20 Oct ETF position as of Q4 2025 after selling out during the quarter.
  • Brookstone Capital Management sold 5,983 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q4 2025, an estimated $229K.
  • Brookstone Capital Management first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q2 2025 and held it in 2 quarters.
  • Brookstone Capital Management's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $229K in Q3 2025.
  • 96 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q4 2025.

Based on Brookstone Capital Management's 13F filing for Q4 2025, filed 15 Jan 2026.