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Brown Financial Advisors’s AllianzIM U.S. Equity 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
-58,052
Closed -$2.15M – 161
2025
Q2 		$2.15M Sell
58,052
-19,633
-25% -$698K 0.84% 41
2025
Q1 		$2.73M Sell
77,685
-18,729
-19% -$669K 1.13% 29
2024
Q4 		$3.43M Buy
+96,414
New +$3.42M 1.38% 20

Other funds holding OCTW

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Brown Financial Advisors's OCTW Position: Q3 2025 in Review

Brown Financial Advisors sold out of AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) in Q3 2025, closing a stake of 58,052 shares — an estimated $2.15M sold.

Brown Financial Advisors first reported a position in OCTW in Q4 2024 and held it in 3 quarters. The position peaked at $3.43M in Q4 2024. 57 funds tracked by Wall St. Rank hold OCTW as of Q3 2025.

  • Brown Financial Advisors reported no remaining AllianzIM U.S. Equity Buffer20 Oct ETF position as of Q3 2025 after selling out during the quarter.
  • Brown Financial Advisors sold 58,052 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q3 2025, an estimated $2.15M.
  • Brown Financial Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2024 and held it in 3 quarters.
  • Brown Financial Advisors's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $3.43M in Q4 2024.
  • 57 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q3 2025.

Based on Brown Financial Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.