Diversify Advisory Services’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Diversify Advisory Services’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 Q3	$757K	Hold	17,912	–	–	0.01%	765
2026 Q2	$735K	Buy	+17,912	New	+$721K	0.01%	746
2026 Q1	–	Sell	-17,911	Closed	-$704K	–	644
2025 Q4	$704K	Hold	17,911	–	–	0.02%	493
2025 Q3	$692K	Buy	17,911 +2,611	+17%	+$98.5K	0.02%	467
2025 Q2	$578K	Hold	15,300	–	–	0.02%	483
2025 Q1	$536K	Hold	15,300	–	–	0.03%	349
2024 Q4	$542K	Sell	15,300 -1,400	-8%	-$49.6K	0.03%	352
2024 Q3	$590K	Sell	16,700 -4,000	-19%	-$139K	0.03%	350
2024 Q2	$716K	Buy	+20,700	New	+$705K	0.04%	304

Other funds holding OCTW

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Long Island Wealth Management Melville, New York $256M AUM 12.83% 1-Year Est. Return

AFP

Advus Financial Partners Winter Park, Florida $355M AUM 12.67% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Diversify Advisory Services's OCTW Position: Q3 2026 in Review

Diversify Advisory Services held its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) position steady in Q3 2026 at 17,912 shares worth $757K. The position accounts for 0.01% of the portfolio, ranked #765.

Diversify Advisory Services first reported a position in OCTW in Q2 2024 and has held it in 9 quarters since. 18 funds tracked by Wall St. Rank hold OCTW as of Q3 2026.

Diversify Advisory Services held 17,912 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $757K as of Q3 2026.
Diversify Advisory Services left its AllianzIM U.S. Equity Buffer20 Oct ETF share count unchanged in Q3 2026.
AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #765 holding.
Diversify Advisory Services first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q2 2024 and has held it in 9 quarters since.
18 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.