Diversify Wealth Management
OCTW icon

Diversify Wealth Management’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Diversify Wealth Management’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 Hold
17,912
– – 0.01% 746
2026
Q1 		$717K Buy
+17,912
New +$699K 0.01% 704

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CF
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AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Allianz
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Diversify Wealth Management's OCTW Position: Q2 2026 in Review

Diversify Wealth Management held its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) position steady in Q2 2026 at 17,912 shares worth $735K. The position accounts for 0.01% of the portfolio, ranked #746.

Diversify Wealth Management first reported a position in OCTW in Q1 2026 and has held it in 2 quarters since. 81 funds tracked by Wall St. Rank hold OCTW as of Q2 2026.

  • Diversify Wealth Management held 17,912 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $735K as of Q2 2026.
  • Diversify Wealth Management left its AllianzIM U.S. Equity Buffer20 Oct ETF share count unchanged in Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #746 holding.
  • Diversify Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q1 2026 and has held it in 2 quarters since.
  • 81 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.