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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$704K	Sell
2025 Q4	$754K	Sell
2025 Q3	$851K	Hold
2025 Q2	$799K	Hold
2025 Q1	$750K	Hold
2024 Q4	$770K	Buy