Decker Retirement Planning’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Decker Retirement Planning’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 Q2	–	Sell	-608	Closed	-$23.4K	–	462
2026 Q1	$23.4K	Sell	608 -82	-12%	-$3.2K	0.01%	128
2025 Q4	$26.9K	Buy	+690	New	+$26.6K	0.01%	120
2025 Q3	–	Sell	-837	Closed	-$31K	–	285
2025 Q2	$31K	Buy	837 +456	+120%	+$16.2K	0.02%	99
2025 Q1	$13.4K	Sell	381 -4	-1%	-$143	0.01%	105
2024 Q4	$13.7K	Buy	+385	New	+$13.6K	0.01%	226

Other funds holding OCTW

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

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