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 Q2	$277K	Buy	6,773 +27	+0.4%	+$1.09K	0.01%	1032
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 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 22.96% 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

CreativeOne Wealth's OCTW Position: Q2 2026 in Review

CreativeOne Wealth increased its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) stake by 0.4% in Q2 2026, buying an estimated $1.09K and bringing the position to 6,773 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #1032.

CreativeOne Wealth first reported a position in OCTW in Q4 2023 and has held it in 4 quarters since. 81 funds tracked by Wall St. Rank hold OCTW as of Q2 2026.

CreativeOne Wealth held 6,773 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $277K as of Q2 2026.
CreativeOne Wealth bought 27 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q2 2026, an estimated $1.09K.
AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #1032 holding.
CreativeOne Wealth first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2023 and has held it in 4 quarters since.
81 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.