DAS
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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
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

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