CW
OCTU

CreativeOne Wealth’s AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF OCTU Stock Holding History

CreativeOne Wealth’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
2025
Q2 		– Sell
-8,705
Closed -$215K – 1198
2025
Q1 		$215K Hold
8,705
– – 0.01% 980
2024
Q4 		$220K Buy
+8,705
New +$222K 0.01% 988

Other funds holding OCTU

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

CreativeOne Wealth's OCTU Position: Q2 2025 in Review

CreativeOne Wealth sold out of AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) in Q2 2025, closing a stake of 8,705 shares — an estimated $215K sold.

CreativeOne Wealth first reported a position in OCTU in Q4 2024 and held it in 2 quarters. The position peaked at $220K in Q4 2024. 37 funds tracked by Wall St. Rank hold OCTU as of Q2 2025.

  • CreativeOne Wealth reported no remaining AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF position as of Q2 2025 after selling out during the quarter.
  • CreativeOne Wealth sold 8,705 AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF shares in Q2 2025, an estimated $215K.
  • CreativeOne Wealth first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF in Q4 2024 and held it in 2 quarters.
  • CreativeOne Wealth's AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF position peaked at $220K in Q4 2024.
  • 37 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF as of Q2 2025.

Based on CreativeOne Wealth's 13F filing for Q2 2025, filed 12 Aug 2025.