Cetera Investment Advisers
OCTU

Cetera Investment Advisers’s AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF OCTU Stock Holding History

Cetera Investment Advisers’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
2026
Q1 		$655K Sell
23,734
-1,016
-4% -$28.8K ﹤0.01% 3266
2025
Q4 		$704K Buy
24,750
+5,928
+31% +$168K ﹤0.01% 3147
2025
Q3 		$527K Buy
18,822
+468
+3% +$12.6K ﹤0.01% 3337
2025
Q2 		$482K Buy
18,354
+2,510
+16% +$62.8K ﹤0.01% 2998
2025
Q1 		$390K Buy
15,844
+2,368
+18% +$60.2K ﹤0.01% 3055
2024
Q4 		$341K Buy
+13,476
New +$343K ﹤0.01% 2998

Other funds holding OCTU

A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cetera Investment Advisers's OCTU Position: Q1 2026 in Review

Cetera Investment Advisers reduced its AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) stake by 4.1% in Q1 2026, selling an estimated $28.8K and leaving 23,734 shares worth $655K. The position accounts for ﹤0.01% of the portfolio, ranked #3266.

Cetera Investment Advisers first reported a position in OCTU in Q4 2024 and has held it in 6 quarters since. The position peaked at $704K in Q4 2025. 41 funds tracked by Wall St. Rank hold OCTU as of Q1 2026.

  • Cetera Investment Advisers held 23,734 shares of AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF worth $655K as of Q1 2026.
  • Cetera Investment Advisers sold 1,016 AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF shares in Q1 2026, an estimated $28.8K.
  • AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3266 holding.
  • Cetera Investment Advisers first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF in Q4 2024 and has held it in 6 quarters since.
  • Cetera Investment Advisers's AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF position peaked at $704K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.