Cetera Investment Advisers
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Cetera Investment Advisers’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Cetera Investment Advisers’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 		$7.56M Sell
184,697
-12,305
-6% -$495K 0.01% 1319
2026
Q1 		$7.58M Buy
197,002
+336
+0.2% +$13.1K 0.01% 1243
2025
Q4 		$7.67M Buy
196,666
+11,208
+6% +$433K 0.01% 1193
2025
Q3 		$7.11M Sell
185,458
-139,227
-43% -$5.25M 0.01% 1180
2025
Q2 		$12M Sell
324,685
-7,094
-2% -$252K 0.02% 729
2025
Q1 		$11.7M Sell
331,779
-3,761
-1% -$134K 0.02% 691
2024
Q4 		$11.9M Buy
335,540
+263,896
+368% +$9.35M 0.02% 639
2024
Q3 		$2.51M Buy
71,644
+398
+0.6% +$13.8K 0.01% 1456
2024
Q2 		$2.46M Sell
71,246
-5,622
-7% -$192K 0.01% 1416
2024
Q1 		$2.6M Buy
76,868
+49,221
+178% +$1.64M 0.01% 1374
2023
Q4 		$905K Buy
27,647
+2,192
+9% +$69.6K 0.01% 1154
2023
Q3 		$791K Sell
25,455
-1,432
-5% -$44K 0.01% 1165
2023
Q2 		$818K Sell
26,887
-19,490
-42% -$578K 0.01% 1152
2023
Q1 		$1.35M Buy
46,377
+1,154
+3% +$33K 0.01% 904
2022
Q4 		$1.26M Sell
45,223
-4,380
-9% -$121K 0.01% 896
2022
Q3 		$1.33M Buy
+49,603
New +$1.32M 0.03% 605

Other funds holding OCTW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
GCP
Guardian Capital (Pennsylvania) Wexford, Pennsylvania $122M AUM

Cetera Investment Advisers's OCTW Position: Q2 2026 in Review

Cetera Investment Advisers reduced its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) stake by 6.2% in Q2 2026, selling an estimated $495K and leaving 184,697 shares worth $7.56M. The position accounts for 0.01% of the portfolio, ranked #1319.

Cetera Investment Advisers first reported a position in OCTW in Q3 2022 and has held it in 16 quarters since. The position peaked at $12M in Q2 2025. 81 funds tracked by Wall St. Rank hold OCTW as of Q2 2026.

  • Cetera Investment Advisers held 184,697 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $7.56M as of Q2 2026.
  • Cetera Investment Advisers sold 12,305 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q2 2026, an estimated $495K.
  • AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1319 holding.
  • Cetera Investment Advisers first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q3 2022 and has held it in 16 quarters since.
  • Cetera Investment Advisers's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $12M in Q2 2025.
  • 81 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.