Envestnet Asset Management
OCTU

Envestnet Asset Management’s AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF OCTU Stock Holding History

Envestnet Asset Management’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 		$324K Buy
10,636
+799
+8% +$23.8K ﹤0.01% 4384
2026
Q1 		$272K Hold
9,837
– – ﹤0.01% 4339
2025
Q4 		$280K Buy
+9,837
New +$278K ﹤0.01% 4083

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

Envestnet Asset Management's OCTU Position: Q2 2026 in Review

Envestnet Asset Management increased its AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) stake by 8.1% in Q2 2026, buying an estimated $23.8K and bringing the position to 10,636 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #4384.

Envestnet Asset Management first reported a position in OCTU in Q4 2025 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold OCTU as of Q2 2026.

  • Envestnet Asset Management held 10,636 shares of AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF worth $324K as of Q2 2026.
  • Envestnet Asset Management bought 799 AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF shares in Q2 2026, an estimated $23.8K.
  • AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4384 holding.
  • Envestnet Asset Management first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF in Q4 2025 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.