Elevated Capital Advisors’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Elevated Capital Advisors’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	$2.5M	Sell	61,179 -59,650	-49%	-$2.4M	0.69%	37
2026 Q1	$4.65M	Buy	+120,829	New	+$4.72M	1.17%	20

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

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

Elevated Capital Advisors reduced its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) stake by 49% in Q2 2026, selling an estimated $2.4M and leaving 61,179 shares worth $2.5M. The position accounts for 0.69% of the portfolio, ranked #37.

Elevated Capital Advisors first reported a position in OCTW in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.65M in Q1 2026. 81 funds tracked by Wall St. Rank hold OCTW as of Q2 2026.

Elevated Capital Advisors held 61,179 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $2.5M as of Q2 2026.
Elevated Capital Advisors sold 59,650 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q2 2026, an estimated $2.4M.
AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.69% of Elevated Capital Advisors's portfolio in Q2 2026, its #37 holding.
Elevated Capital Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q1 2026 and has held it in 2 quarters since.
Elevated Capital Advisors's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $4.65M in Q1 2026.
81 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2026.

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