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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$776K	Hold	25,494	–	–	0.1%	161
2026 Q1	$704K	Sell	25,494 -1,006	-4%	-$28.6K	0.1%	165
2025 Q4	$754K	Sell	26,500 -3,921	-13%	-$111K	0.1%	149
2025 Q3	$851K	Hold	30,421	–	–	0.14%	120
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	+$775K	0.15%	103

Other funds holding OCTU

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Cypress Wealth Services's OCTU Position: Q2 2026 in Review

Cypress Wealth Services held its AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) position steady in Q2 2026 at 25,494 shares worth $776K. The position accounts for 0.1% of the portfolio, ranked #161.

Cypress Wealth Services first reported a position in OCTU in Q4 2024 and has held it in 7 quarters since. The position peaked at $851K in Q3 2025. 6 funds tracked by Wall St. Rank hold OCTU as of Q2 2026.

Cypress Wealth Services held 25,494 shares of AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF worth $776K as of Q2 2026.
Cypress Wealth Services left its AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF share count unchanged in Q2 2026.
AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF made up 0.1% of Cypress Wealth Services's portfolio in Q2 2026, its #161 holding.
Cypress Wealth Services first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF in Q4 2024 and has held it in 7 quarters since.
Cypress Wealth Services's AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF position peaked at $851K in Q3 2025.
6 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.