Creative Financial Designs’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Creative Financial Designs’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 Q2	$138K	Buy	3,367 +35	+1%	+$1.41K	0.01%	703
2026 Q1	$128K	Buy	3,332 +722	+28%	+$28.2K	0.01%	623
2025 Q4	$102K	Buy	2,610 +1,734	+198%	+$66.9K	0.01%	655
2025 Q3	$33.6K	Sell	876 -16	-2%	-$603	﹤0.01%	979
2025 Q2	$33K	Buy	892 +49	+6%	+$1.74K	﹤0.01%	997
2025 Q1	$29.6K	Sell	843 -31	-4%	-$1.11K	﹤0.01%	983
2024 Q4	$31.1K	Buy	+874	New	+$31K	﹤0.01%	939

Other funds holding OCTW

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Creative Financial Designs's OCTW Position: Q2 2026 in Review

Creative Financial Designs increased its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) stake by 1.1% in Q2 2026, buying an estimated $1.41K and bringing the position to 3,367 shares worth $138K. The position accounts for 0.01% of the portfolio, ranked #703.

Creative Financial Designs first reported a position in OCTW in Q4 2024 and has held it in 7 quarters since. 81 funds tracked by Wall St. Rank hold OCTW as of Q2 2026.

Creative Financial Designs held 3,367 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $138K as of Q2 2026.
Creative Financial Designs bought 35 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q2 2026, an estimated $1.41K.
AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #703 holding.
Creative Financial Designs first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2024 and has held it in 7 quarters since.
81 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.