CWS
OCTU

Cypress Wealth Services’s AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF OCTU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$799K Hold
30,421
0.14% 123
2025
Q1
$750K Hold
30,421
0.15% 111
2024
Q4
$770K Buy
+30,421
New +$770K 0.15% 103