DHJJ Financial Advisors’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

DHJJ Financial Advisors’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	$391K	Sell	9,560 -33	-0.3%	-$1.33K	0.11%	141
2026 Q1	$369K	Sell	9,593 -314	-3%	-$12.3K	0.12%	128
2025 Q4	$386K	Sell	9,907 -1,328	-12%	-$51.3K	0.13%	125
2025 Q3	$431K	Sell	11,235 -350	-3%	-$13.2K	0.15%	110
2025 Q2	$429K	Sell	11,585 -405	-3%	-$14.4K	0.15%	112
2025 Q1	$421K	Sell	11,990 -910	-7%	-$32.5K	0.17%	102
2024 Q4	$459K	Sell	12,900 -3,695	-22%	-$131K	0.18%	94
2024 Q3	$582K	Sell	16,595 -3,393	-17%	-$118K	0.23%	80
2024 Q2	$690K	Sell	19,988 -145	-0.7%	-$4.94K	0.29%	66
2024 Q1	$682K	Sell	20,133 -525	-3%	-$17.5K	0.3%	62
2023 Q4	$676K	Sell	20,658 -1,065	-5%	-$33.8K	0.32%	59
2023 Q3	$675K	Sell	21,723 -840	-4%	-$25.8K	0.34%	54
2023 Q2	$686K	Sell	22,563 -460	-2%	-$13.6K	0.36%	59
2023 Q1	$659K	Sell	23,023 -283	-1%	-$8.1K	0.36%	59
2022 Q4	$649K	Sell	23,306 -55	-0.2%	-$1.52K	0.37%	61
2022 Q3	$625K	Sell	23,361 -292	-1%	-$7.8K	0.36%	59
2022 Q2	$618K	Sell	23,653 -5,000	-17%	-$134K	0.35%	64
2022 Q1	$788K	Sell	28,653 -240	-0.8%	-$6.54K	0.38%	56
2021 Q4	$800K	Buy	28,893 +1,645	+6%	+$45.1K	0.38%	56
2021 Q3	$765K	Buy	+27,248	New	+$732K	0.4%	53

Other funds holding OCTW

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SWM

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

EWM

Elevation Wealth Management Eden Prairie, Minnesota $134M AUM

ECA

Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SRA

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

MFN

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

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

DHJJ Financial Advisors reduced its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) stake by 0.34% in Q2 2026, selling an estimated $1.33K and leaving 9,560 shares worth $391K. The position accounts for 0.11% of the portfolio, ranked #141.

DHJJ Financial Advisors first reported a position in OCTW in Q3 2021 and has held it in 20 quarters since. The position peaked at $800K in Q4 2021. 36 funds tracked by Wall St. Rank hold OCTW as of Q2 2026.

DHJJ Financial Advisors held 9,560 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $391K as of Q2 2026.
DHJJ Financial Advisors sold 33 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q2 2026, an estimated $1.33K.
AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.11% of DHJJ Financial Advisors's portfolio in Q2 2026, its #141 holding.
DHJJ Financial Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q3 2021 and has held it in 20 quarters since.
DHJJ Financial Advisors's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $800K in Q4 2021.
36 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2026.

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