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Copley Financial Group’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Copley Financial Group’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
2025
Q2 		– Sell
-8,172
Closed -$287K – 107
2025
Q1 		$287K Sell
8,172
-1,092
-12% -$39K 0.22% 89
2024
Q4 		$329K Buy
+9,264
New +$328K 0.25% 90

Other funds holding OCTW

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Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Copley Financial Group's OCTW Position: Q2 2025 in Review

Copley Financial Group sold out of AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) in Q2 2025, closing a stake of 8,172 shares — an estimated $287K sold.

Copley Financial Group first reported a position in OCTW in Q4 2024 and held it in 2 quarters. The position peaked at $329K in Q4 2024. 86 funds tracked by Wall St. Rank hold OCTW as of Q2 2025.

  • Copley Financial Group reported no remaining AllianzIM U.S. Equity Buffer20 Oct ETF position as of Q2 2025 after selling out during the quarter.
  • Copley Financial Group sold 8,172 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q2 2025, an estimated $287K.
  • Copley Financial Group first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2024 and held it in 2 quarters.
  • Copley Financial Group's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $329K in Q4 2024.
  • 86 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2025.

Based on Copley Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.