DFA
OCTU

DHJJ Financial Advisors’s AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF OCTU Stock Holding History

DHJJ Financial Advisors’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 		$51.6K Hold
1,695
– – 0.01% 410
2026
Q1 		$46.8K Hold
1,695
– – 0.02% 412
2025
Q4 		$48.2K Buy
+1,695
New +$48K 0.02% 389

Other funds holding OCTU

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
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

DHJJ Financial Advisors's OCTU Position: Q2 2026 in Review

DHJJ Financial Advisors held its AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) position steady in Q2 2026 at 1,695 shares worth $51.6K. The position accounts for 0.01% of the portfolio, ranked #410.

DHJJ Financial Advisors first reported a position in OCTU in Q4 2025 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold OCTU as of Q2 2026.

  • DHJJ Financial Advisors held 1,695 shares of AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF worth $51.6K as of Q2 2026.
  • DHJJ Financial Advisors 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 0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #410 holding.
  • DHJJ Financial Advisors first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF in Q4 2025 and has held it in 3 quarters since.
  • 7 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.