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
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 $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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 $324B AUM 22.36% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Cetera Investment Advisers increased its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) stake by 0.17% in Q1 2026, buying an estimated $13.1K and bringing the position to 197,002 shares worth $7.58M. The position accounts for 0.01% of the portfolio, ranked #1243.

Cetera Investment Advisers first reported a position in OCTW in Q3 2022 and has held it in 15 quarters since. The position peaked at $12M in Q2 2025. 100 funds tracked by Wall St. Rank hold OCTW as of Q1 2026.

  • Cetera Investment Advisers held 197,002 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $7.58M as of Q1 2026.
  • Cetera Investment Advisers bought 336 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q1 2026, an estimated $13.1K.
  • AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1243 holding.
  • Cetera Investment Advisers first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q3 2022 and has held it in 15 quarters since.
  • Cetera Investment Advisers's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $12M in Q2 2025.
  • 100 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q1 2026.

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