Csenge Advisory Group’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Csenge Advisory Group’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	$1.96M	Sell	51,051 -1,811	-3%	-$70.7K	0.09%	183
2025 Q4	$2.06M	Buy	+52,862	New	+$2.04M	0.09%	184
2025 Q3	–	Sell	-15,442	Closed	-$557K	–	748
2025 Q2	$557K	Sell	15,442 -293	-2%	-$10.4K	0.03%	401
2025 Q1	$538K	Buy	15,735 +1,069	+7%	+$38.2K	0.03%	381
2024 Q4	$521K	Sell	14,666 -5,912	-29%	-$210K	0.03%	415
2024 Q3	$724K	Buy	+20,578	New	+$715K	0.04%	345

Other funds holding OCTW

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

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 $31B AUM 28.39% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Csenge Advisory Group's OCTW Position: Q1 2026 in Review

Csenge Advisory Group reduced its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) stake by 3.4% in Q1 2026, selling an estimated $70.7K and leaving 51,051 shares worth $1.96M. The position accounts for 0.09% of the portfolio, ranked #183.

Csenge Advisory Group first reported a position in OCTW in Q3 2024 and has held it in 6 quarters since. The position peaked at $2.06M in Q4 2025. 100 funds tracked by Wall St. Rank hold OCTW as of Q1 2026.

Csenge Advisory Group held 51,051 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $1.96M as of Q1 2026.
Csenge Advisory Group sold 1,811 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q1 2026, an estimated $70.7K.
AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.09% of Csenge Advisory Group's portfolio in Q1 2026, its #183 holding.
Csenge Advisory Group first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q3 2024 and has held it in 6 quarters since.
Csenge Advisory Group's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $2.06M in Q4 2025.
100 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q1 2026.

Based on Csenge Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.