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 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

LPL Financial San Diego, California $445B AUM 25.58% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KAS

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

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

AIM

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Diversify Advisory Services's OCTW Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) in Q2 2026: 17,912 shares worth $735K. The stake represents 0.01% of the portfolio and ranks #746 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in OCTW as recently as Q4 2025.

Diversify Advisory Services first reported a position in OCTW in Q2 2024 and has held it in 8 quarters since. 81 funds tracked by Wall St. Rank hold OCTW as of Q2 2026.

Diversify Advisory Services held 17,912 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $735K as of Q2 2026.
AllianzIM U.S. Equity Buffer20 Oct ETF was a new Diversify Advisory Services position in Q2 2026.
AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #746 holding.
Diversify Advisory Services first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q2 2024 and has held it in 8 quarters since.
81 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.