Cambridge Investment Research Advisors’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Cambridge Investment Research 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
2026 Q2	$1.86M	Sell	45,558 -820	-2%	-$33K	﹤0.01%	1743
2026 Q1	$1.78M	Sell	46,378 -2,599	-5%	-$101K	﹤0.01%	1680
2025 Q4	$1.91M	Buy	48,977 +6,164	+14%	+$238K	0.01%	1559
2025 Q3	$1.64M	Buy	42,813 +492	+1%	+$18.6K	﹤0.01%	1657
2025 Q2	$1.57M	Sell	42,321 -9,992	-19%	-$355K	﹤0.01%	1616
2025 Q1	$1.84M	Buy	52,313 +20,123	+63%	+$718K	0.01%	1409
2024 Q4	$1.15M	Buy	32,190 +2,591	+9%	+$91.8K	﹤0.01%	1757
2024 Q3	$1.04M	Sell	29,599 -630	-2%	-$21.9K	﹤0.01%	1833
2024 Q2	$1.04M	Sell	30,229 -1,005	-3%	-$34.3K	﹤0.01%	1746
2024 Q1	$1.06M	Hold	31,234	–	–	﹤0.01%	1695
2023 Q4	$1.02M	Buy	31,234 +9,197	+42%	+$292K	﹤0.01%	1643
2023 Q3	$685K	Sell	22,037 -11,579	-34%	-$356K	﹤0.01%	1830
2023 Q2	$1.02M	Sell	33,616 -15,646	-32%	-$464K	﹤0.01%	1598
2023 Q1	$1.44M	Sell	49,262 -6,363	-11%	-$182K	0.01%	1337
2022 Q4	$1.55M	Buy	55,625 +16,145	+41%	+$446K	0.01%	1236
2022 Q3	$1.06M	Buy	39,480 +15,402	+64%	+$411K	0.01%	1434
2022 Q2	$629K	Buy	24,078 +2,631	+12%	+$70.3K	﹤0.01%	1788
2022 Q1	$590K	Buy	21,447 +3,943	+23%	+$107K	﹤0.01%	1971
2021 Q4	$485K	Buy	+17,504	New	+$480K	﹤0.01%	2127

Other funds holding OCTW

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

EWM

Elevation Wealth Management Eden Prairie, Minnesota $134M AUM

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

SRA

Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Cambridge Investment Research Advisors's OCTW Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) stake by 1.8% in Q2 2026, selling an estimated $33K and leaving 45,558 shares worth $1.86M. The position accounts for ﹤0.01% of the portfolio, ranked #1743.

Cambridge Investment Research Advisors first reported a position in OCTW in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.91M in Q4 2025. 34 funds tracked by Wall St. Rank hold OCTW as of Q2 2026.

Cambridge Investment Research Advisors held 45,558 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $1.86M as of Q2 2026.
Cambridge Investment Research Advisors sold 820 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q2 2026, an estimated $33K.
AllianzIM U.S. Equity Buffer20 Oct ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1743 holding.
Cambridge Investment Research Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2021 and has held it in 19 quarters since.
Cambridge Investment Research Advisors's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $1.91M in Q4 2025.
34 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.