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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
Q2 		$353K Sell
8,631
-42,420
-83% -$1.71M 0.01% 557
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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
CF
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Csenge Advisory Group's OCTW Position: Q2 2026 in Review

Csenge Advisory Group reduced its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) stake by 83% in Q2 2026, selling an estimated $1.71M and leaving 8,631 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #557.

Csenge Advisory Group first reported a position in OCTW in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.06M in Q4 2025. 81 funds tracked by Wall St. Rank hold OCTW as of Q2 2026.

  • Csenge Advisory Group held 8,631 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $353K as of Q2 2026.
  • Csenge Advisory Group sold 42,420 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q2 2026, an estimated $1.71M.
  • AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.01% of Csenge Advisory Group's portfolio in Q2 2026, its #557 holding.
  • Csenge Advisory Group first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q3 2024 and has held it in 7 quarters since.
  • Csenge Advisory Group's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $2.06M in Q4 2025.
  • 81 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.