Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s AllianzIM U.S. Large Cap Buffer20 Oct ETF OCTW Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q2 		$529K Sell
2025
Q1 		$612K Sell
2024
Q4 		$1.15M Sell
2024
Q3 		$1.24M Buy
2024
Q2 		$1.09M Buy
2024
Q1 		$1.05M Buy
2023
Q4 		$992K Buy
2023
Q3 		$530K Buy