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

Clear Point 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
2026 Q2	–	Sell	-6,746	Closed	-$260K	–	119
2026 Q1	$260K	Hold	6,746	–	–	0.2%	68
2025 Q4	$263K	Sell	6,746 -560	-8%	-$21.6K	0.2%	113
2025 Q3	$280K	Hold	7,306	–	–	0.22%	102
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	+$232K	0.21%	91

Other funds holding OCTW

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Clear Point Advisors's OCTW Position: Q2 2026 in Review

Clear Point Advisors sold out of AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) in Q2 2026, closing a stake of 6,746 shares — an estimated $260K sold.

Clear Point Advisors first reported a position in OCTW in Q4 2023 and held it in 10 quarters. The position peaked at $280K in Q3 2025. 81 funds tracked by Wall St. Rank hold OCTW as of Q2 2026.

Clear Point Advisors reported no remaining AllianzIM U.S. Equity Buffer20 Oct ETF position as of Q2 2026 after selling out during the quarter.
Clear Point Advisors sold 6,746 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q2 2026, an estimated $260K.
Clear Point Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2023 and held it in 10 quarters.
Clear Point Advisors's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $280K in Q3 2025.
81 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.