Certified Advisory Corp’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History
Bought
Maintained
Sold
Other funds holding OCTW
KAS
CF
AIM
A
Certified Advisory Corp's OCTW Position: Q2 2026 in Review
Certified Advisory Corp reduced its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) stake by 1.8% in Q2 2026, selling an estimated $10.1K and leaving 14,003 shares worth $573K. The position accounts for 0.05% of the portfolio, ranked #215.
Certified Advisory Corp first reported a position in OCTW in Q4 2023 and has held it in 11 quarters since. The position peaked at $586K in Q4 2024. 81 funds tracked by Wall St. Rank hold OCTW as of Q2 2026.
- Certified Advisory Corp held 14,003 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $573K as of Q2 2026.
- Certified Advisory Corp sold 250 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q2 2026, an estimated $10.1K.
- AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.05% of Certified Advisory Corp's portfolio in Q2 2026, its #215 holding.
- Certified Advisory Corp first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2023 and has held it in 11 quarters since.
- Certified Advisory Corp's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $586K in Q4 2024.
- 81 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2026.
Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.