Diligent Investors’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Diligent Investors’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 Q1	–	Sell	-5,410	Closed	-$211K	–	355
2025 Q4	$211K	Hold	5,410	–	–	0.05%	321
2025 Q3	$207K	Sell	5,410 -2,500	-32%	-$94.3K	0.05%	319
2025 Q2	$293K	Sell	7,910 -1,000	-11%	-$35.5K	0.07%	270
2025 Q1	$313K	Hold	8,910	–	–	0.08%	268
2024 Q4	$317K	Sell	8,910 -1,500	-14%	-$53.2K	0.07%	265
2024 Q3	$365K	Sell	10,410 -1,000	-9%	-$34.8K	0.08%	237
2024 Q2	$394K	Hold	11,410	–	–	0.1%	218
2024 Q1	$386K	Hold	11,410	–	–	0.1%	220
2023 Q4	$373K	Buy	+11,410	New	+$362K	0.1%	213

Other funds holding OCTW

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

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

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Diligent Investors's OCTW Position: Q1 2026 in Review

Diligent Investors sold out of AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) in Q1 2026, closing a stake of 5,410 shares — an estimated $211K sold.

Diligent Investors first reported a position in OCTW in Q4 2023 and held it in 9 quarters. The position peaked at $394K in Q2 2024. 100 funds tracked by Wall St. Rank hold OCTW as of Q1 2026.

Diligent Investors reported no remaining AllianzIM U.S. Equity Buffer20 Oct ETF position as of Q1 2026 after selling out during the quarter.
Diligent Investors sold 5,410 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q1 2026, an estimated $211K.
Diligent Investors first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2023 and held it in 9 quarters.
Diligent Investors's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $394K in Q2 2024.
100 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q1 2026.

Based on Diligent Investors's 13F filing for Q1 2026, filed 15 Apr 2026.