Cambridge Investment Research Advisors
OCTU

Cambridge Investment Research Advisors’s AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF OCTU Stock Holding History

Cambridge Investment Research Advisors’s Portfolio OCTU Stock Details OCTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-15,429
Closed -$391K – 3661
2024
Q4 		$391K Buy
+15,429
New +$393K ﹤0.01% 2623

Other funds holding OCTU

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Cambridge Investment Research Advisors's OCTU Position: Q1 2025 in Review

Cambridge Investment Research Advisors sold out of AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) in Q1 2025, closing a stake of 15,429 shares — an estimated $391K sold.

Cambridge Investment Research Advisors first reported a position in OCTU in Q4 2024 and held it in 1 quarter. The position peaked at $391K in Q4 2024. 21 funds tracked by Wall St. Rank hold OCTU as of Q1 2025.

  • Cambridge Investment Research Advisors reported no remaining AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF position as of Q1 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 15,429 AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF shares in Q1 2025, an estimated $391K.
  • Cambridge Investment Research Advisors first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF in Q4 2024 and held it in 1 quarter.
  • Cambridge Investment Research Advisors's AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF position peaked at $391K in Q4 2024.
  • 21 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF as of Q1 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.