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CWS
OCTU
Cypress Wealth Services’s
AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF
OCTU
Stock Holding History
Cypress Wealth Services’s Portfolio
OCTU Stock Details
OCTU Fund Activity
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
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Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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