Cetera Advisor Networks’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$1.12M	Buy	33,162 +302	+0.9%	+$10.1K	0.01%	1380
2023 Q4	$1.08M	Buy	32,860 +5,789	+21%	+$184K	0.01%	1323
2023 Q3	$841K	Buy	27,071 +770	+3%	+$23.7K	0.01%	1395
2023 Q2	$800K	Sell	26,301 -13,703	-34%	-$406K	0.01%	1401
2023 Q1	$1.17M	Sell	40,004 -84	-0.2%	-$2.4K	0.01%	1142
2022 Q4	$1.12M	Buy	40,088 +27,057	+208%	+$747K	0.01%	1129
2022 Q3	$349K	Buy	+13,031	New	+$348K	﹤0.01%	1511

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CAG

Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Cetera Advisor Networks's OCTW Position: Q1 2024 in Review

Cetera Advisor Networks increased its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) stake by 0.92% in Q1 2024, buying an estimated $10.1K and bringing the position to 33,162 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #1380.

Cetera Advisor Networks first reported a position in OCTW in Q3 2022 and has held it in 7 quarters since. The position peaked at $1.17M in Q1 2023. 44 funds tracked by Wall St. Rank hold OCTW as of Q1 2024.

Cetera Advisor Networks held 33,162 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $1.12M as of Q1 2024.
Cetera Advisor Networks bought 302 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q1 2024, an estimated $10.1K.
AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1380 holding.
Cetera Advisor Networks first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q3 2022 and has held it in 7 quarters since.
Cetera Advisor Networks's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $1.17M in Q1 2023.
44 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.