Commonwealth Equity Services
OCTU

Commonwealth Equity Services’s AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF OCTU Stock Holding History

Commonwealth Equity Services’s Portfolio OCTU Stock Details OCTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.3M Sell
447,344
-49,447
-10% -$1.4M 0.02% 775
2025
Q4 		$14.1M Buy
496,791
+330,526
+199% +$9.35M 0.02% 718
2025
Q3 		$4.65M Sell
166,265
-12,689
-7% -$343K 0.01% 1404
2025
Q2 		$4.7M Sell
178,954
-20,578
-10% -$515K 0.01% 1370
2025
Q1 		$4.92M Buy
199,532
+62,991
+46% +$1.6M 0.01% 1286
2024
Q4 		$3.46M Buy
+136,541
New +$3.48M 0.01% 1478

Other funds holding OCTU

A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return

Commonwealth Equity Services's OCTU Position: Q1 2026 in Review

Commonwealth Equity Services reduced its AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) stake by 10% in Q1 2026, selling an estimated $1.4M and leaving 447,344 shares worth $12.3M. The position accounts for 0.02% of the portfolio, ranked #775.

Commonwealth Equity Services first reported a position in OCTU in Q4 2024 and has held it in 6 quarters since. The position peaked at $14.1M in Q4 2025. 41 funds tracked by Wall St. Rank hold OCTU as of Q1 2026.

  • Commonwealth Equity Services held 447,344 shares of AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF worth $12.3M as of Q1 2026.
  • Commonwealth Equity Services sold 49,447 AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF shares in Q1 2026, an estimated $1.4M.
  • AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF made up 0.02% of Commonwealth Equity Services's portfolio in Q1 2026, its #775 holding.
  • Commonwealth Equity Services first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF in Q4 2024 and has held it in 6 quarters since.
  • Commonwealth Equity Services's AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF position peaked at $14.1M in Q4 2025.
  • 41 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.