Citadel Advisors
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Citadel Advisors’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Citadel Advisors’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
2025
Q2 		– Sell
-11,344
Closed -$398K – 14313
2025
Q1 		$398K Buy
+11,344
New +$405K ﹤0.01% 8979
2024
Q4 		– Sell
-21,702
Closed -$762K – 15120
2024
Q3 		$762K Buy
21,702
+4,817
+29% +$167K ﹤0.01% 7385
2024
Q2 		$583K Buy
16,885
+2,201
+15% +$75K ﹤0.01% 7742
2024
Q1 		$497K Buy
14,684
+4,540
+45% +$151K ﹤0.01% 8415
2023
Q4 		$332K Buy
+10,144
New +$322K ﹤0.01% 8966
2023
Q1 		– Sell
-24,450
Closed -$680K – 15263
2022
Q4 		$680K Buy
+24,450
New +$675K ﹤0.01% 7602

Other funds holding OCTW

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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Citadel Advisors's OCTW Position: Q2 2025 in Review

Citadel Advisors sold out of AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) in Q2 2025, closing a stake of 11,344 shares — an estimated $398K sold.

Citadel Advisors first reported a position in OCTW in Q4 2022 and held it in 6 quarters. The position peaked at $762K in Q3 2024. 86 funds tracked by Wall St. Rank hold OCTW as of Q2 2025.

  • Citadel Advisors reported no remaining AllianzIM U.S. Equity Buffer20 Oct ETF position as of Q2 2025 after selling out during the quarter.
  • Citadel Advisors sold 11,344 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q2 2025, an estimated $398K.
  • Citadel Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2022 and held it in 6 quarters.
  • Citadel Advisors's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $762K in Q3 2024.
  • 86 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2025.

Based on Citadel Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.