CPA
Clear Point Advisors’s AllianzIM U.S. Large Cap Buffer20 Oct ETF OCTW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Hold |
7,306
| – | – | 0.23% | 99 |
|
|
2025
Q1 | $257K | Hold |
7,306
| – | – | 0.23% | 95 |
|
|
2024
Q4 | $260K | Hold |
7,306
| – | – | 0.22% | 101 |
|
|
2024
Q3 | $256K | Hold |
7,306
| – | – | 0.2% | 100 |
|
|
2024
Q2 | $252K | Hold |
7,306
| – | – | 0.21% | 94 |
|
|
2024
Q1 | $247K | Hold |
7,306
| – | – | 0.2% | 95 |
|
|
2023
Q4 | $239K | Buy |
+7,306
| New | +$239K | 0.21% | 91 |
|