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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
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

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