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

Capital A Wealth 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
Q2 		– Sell
-1,019
Closed -$35.8K – 719
2025
Q1 		$35.8K Sell
1,019
-2,150
-68% -$76.8K 0.04% 175
2024
Q4 		$113K Buy
+3,169
New +$112K 0.19% 100

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Raymond James Financial
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Capital A Wealth Management's OCTW Position: Q2 2025 in Review

Capital A Wealth Management sold out of AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) in Q2 2025, closing a stake of 1,019 shares — an estimated $35.8K sold.

Capital A Wealth Management first reported a position in OCTW in Q4 2024 and held it in 2 quarters. The position peaked at $113K in Q4 2024. 86 funds tracked by Wall St. Rank hold OCTW as of Q2 2025.

  • Capital A Wealth Management reported no remaining AllianzIM U.S. Equity Buffer20 Oct ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 1,019 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q2 2025, an estimated $35.8K.
  • Capital A Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $113K in Q4 2024.
  • 86 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.