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CreativeOne Wealth’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

CreativeOne Wealth’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
Q1 		$260K Sell
6,746
-13
-0.2% -$507 0.01% 1031
2025
Q4 		$264K Buy
+6,759
New +$261K 0.01% 1006
2024
Q1 		– Sell
-6,414
Closed -$210K – 890
2023
Q4 		$210K Buy
+6,414
New +$204K 0.01% 591

Other funds holding OCTW

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CreativeOne Wealth's OCTW Position: Q1 2026 in Review

CreativeOne Wealth reduced its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) stake by 0.19% in Q1 2026, selling an estimated $507 and leaving 6,746 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #1031.

CreativeOne Wealth first reported a position in OCTW in Q4 2023 and has held it in 3 quarters since. The position peaked at $264K in Q4 2025. 99 funds tracked by Wall St. Rank hold OCTW as of Q1 2026.

  • CreativeOne Wealth held 6,746 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $260K as of Q1 2026.
  • CreativeOne Wealth sold 13 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q1 2026, an estimated $507.
  • AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #1031 holding.
  • CreativeOne Wealth first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2023 and has held it in 3 quarters since.
  • CreativeOne Wealth's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $264K in Q4 2025.
  • 99 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.