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 Q3	$6.69K	Hold	217	–	–	﹤0.01%	522
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

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Sterling Manor Financial Saratoga Springs, New York $173M AUM

Cypress Wealth Services Palm Desert, California $848M AUM 19.63% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

NBZ Investment Advisors Knoxville, Tennessee $259M AUM 11.25% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

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

Elevated Capital Advisors's OCTU Position: Q3 2026 in Review

Elevated Capital Advisors held its AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) position steady in Q3 2026 at 217 shares worth $6.69K. The position accounts for ﹤0.01% of the portfolio, ranked #522.

Elevated Capital Advisors first reported a position in OCTU in Q1 2026 and has held it in 3 quarters since. The position peaked at $8.31K in Q1 2026. 16 funds tracked by Wall St. Rank hold OCTU as of Q3 2026.

Elevated Capital Advisors held 217 shares of AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF worth $6.69K as of Q3 2026.
Elevated Capital Advisors left its AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF share count unchanged in Q3 2026.
AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q3 2026, its #522 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 3 quarters since.
Elevated Capital Advisors's AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF position peaked at $8.31K in Q1 2026.
16 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.