Compass Advisory Group’s AllianzIM U.S. Large Cap Buffer20 Oct ETF OCTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.57M | Sell |
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|
2025
Q1 | $2.45M | Sell |
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|
2024
Q4 | $2.53M | Sell |
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|
2024
Q3 | $2.52M | Sell |
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|
2024
Q2 | $2.61M | Sell |
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|
2024
Q1 | $2.76M | Sell |
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|
2023
Q4 | $2.67M | Buy |
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|
2023
Q3 | $2.53M | Sell |
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|
2023
Q2 | $2.5M | Sell |
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|
2023
Q1 | $2.4M | Sell |
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|
2022
Q4 | $2.43M | Buy |
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|
2022
Q3 | $2.25M | Buy |
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|
2022
Q2 | $1.63M | Buy |
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|
2022
Q1 | $800K | Buy |
|