Brown Financial Advisors’s AllianzIM U.S. Large Cap Buffer20 Oct ETF OCTW Stock Holding History

Brown Financial Advisors’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 Q3	–	Sell
2025 Q2	$2.15M	Sell
2025 Q1	$2.73M	Sell
2024 Q4	$3.43M	Buy