ECA
OCTU

Elevated Capital Advisors’s AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF OCTU Stock Holding History

Elevated Capital Advisors’s Portfolio OCTU Stock Details OCTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.6K Sell
217
-84
-28% -$2.5K ﹤0.01% 540
2026
Q1 		$8.31K Buy
+301
New +$8.54K ﹤0.01% 484

Other funds holding OCTU

A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Elevated Capital Advisors's OCTU Position: Q2 2026 in Review

Elevated Capital Advisors reduced its AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) stake by 28% in Q2 2026, selling an estimated $2.5K and leaving 217 shares worth $6.6K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

Elevated Capital Advisors first reported a position in OCTU in Q1 2026 and has held it in 2 quarters since. The position peaked at $8.31K in Q1 2026. 36 funds tracked by Wall St. Rank hold OCTU as of Q2 2026.

  • Elevated Capital Advisors held 217 shares of AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF worth $6.6K as of Q2 2026.
  • Elevated Capital Advisors sold 84 AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF shares in Q2 2026, an estimated $2.5K.
  • AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #540 holding.
  • Elevated Capital Advisors first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF in Q1 2026 and has held it in 2 quarters since.
  • Elevated Capital Advisors's AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF position peaked at $8.31K in Q1 2026.
  • 36 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.