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 Q3	–	Sell	-8,631	Closed	-$353K	–	797
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 San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Guardian Capital (Pennsylvania) Wexford, Pennsylvania $132M AUM 27.32% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 20.02% 1-Year Est. Return

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.49B AUM 21.31% 1-Year Est. Return

Csenge Advisory Group's OCTW Position: Q3 2026 in Review

Csenge Advisory Group sold out of AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) in Q3 2026, closing a stake of 8,631 shares — an estimated $353K sold.

Csenge Advisory Group first reported a position in OCTW in Q3 2024 and held it in 7 quarters. The position peaked at $2.06M in Q4 2025. 71 funds tracked by Wall St. Rank hold OCTW as of Q3 2026.

Csenge Advisory Group reported no remaining AllianzIM U.S. Equity Buffer20 Oct ETF position as of Q3 2026 after selling out during the quarter.
Csenge Advisory Group sold 8,631 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q3 2026, an estimated $353K.
Csenge Advisory Group first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q3 2024 and held it in 7 quarters.
Csenge Advisory Group's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $2.06M in Q4 2025.
71 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q3 2026.

Based on Csenge Advisory Group's 13F filing for Q3 2026, filed 4 Nov 2026.