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Coppell Advisory Solutions’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-400
Closed -$14.3K – 1359
2024
Q4 		$14.3K Buy
+400
New +$14.2K ﹤0.01% 990

Other funds holding OCTW

GI
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AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Coppell Advisory Solutions's OCTW Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) in Q1 2025, closing a stake of 400 shares — an estimated $14.3K sold.

Coppell Advisory Solutions first reported a position in OCTW in Q4 2024 and held it in 1 quarter. The position peaked at $14.3K in Q4 2024. 88 funds tracked by Wall St. Rank hold OCTW as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining AllianzIM U.S. Equity Buffer20 Oct ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 400 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q1 2025, an estimated $14.3K.
  • Coppell Advisory Solutions first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2024 and held it in 1 quarter.
  • Coppell Advisory Solutions's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $14.3K in Q4 2024.
  • 88 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.