Farther Finance Advisors’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Farther Finance 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 Q3	$101K	Buy	2,407 +263	+12%	+$10.9K	﹤0.01%	2852
2026 Q2	$87.7K	Hold	2,144	–	–	﹤0.01%	2810
2026 Q1	$82.8K	Sell	2,144 -18,862	-90%	-$736K	﹤0.01%	2644
2025 Q4	$819K	Buy	21,006 +18,862	+880%	+$728K	0.01%	1008
2025 Q3	$82.2K	Hold	2,144	–	–	﹤0.01%	2152
2025 Q2	$79.4K	Hold	2,144	–	–	﹤0.01%	1876
2025 Q1	$75.5K	Hold	2,144	–	–	﹤0.01%	1676
2024 Q4	$76.2K	Buy	2,144 +2,124	+10,620%	+$75.3K	﹤0.01%	1439
2024 Q3	$702	Hold	20	–	–	﹤0.01%	3340
2024 Q2	$690	Hold	20	–	–	﹤0.01%	3191
2024 Q1	$677	Hold	20	–	–	﹤0.01%	2921
2023 Q4	$654	Hold	20	–	–	﹤0.01%	2882
2023 Q3	$622	Hold	20	–	–	﹤0.01%	2209
2023 Q2	$609	Hold	20	–	–	﹤0.01%	2099
2023 Q1	$583	Hold	20	–	–	﹤0.01%	1968
2022 Q4	$557	Buy	+20	New	+$552	﹤0.01%	1812

Other funds holding OCTW

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's OCTW Position: Q3 2026 in Review

Farther Finance Advisors increased its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) stake by 12% in Q3 2026, buying an estimated $10.9K and bringing the position to 2,407 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #2852.

Farther Finance Advisors first reported a position in OCTW in Q4 2022 and has held it in 16 quarters since. The position peaked at $819K in Q4 2025. 8 funds tracked by Wall St. Rank hold OCTW as of Q3 2026.

Farther Finance Advisors held 2,407 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $101K as of Q3 2026.
Farther Finance Advisors bought 263 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q3 2026, an estimated $10.9K.
AllianzIM U.S. Equity Buffer20 Oct ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2852 holding.
Farther Finance Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2022 and has held it in 16 quarters since.
Farther Finance Advisors's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $819K in Q4 2025.
8 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.