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Financial Network Wealth Advisors’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Financial Network Wealth 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
2024
Q4 		– Sell
-555
Closed -$19.5K – 732
2024
Q3 		$19.5K Hold
555
– – 0.02% 366
2024
Q2 		$19.1K Buy
+555
New +$18.9K 0.01% 408

Other funds holding OCTW

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Financial Network Wealth Advisors's OCTW Position: Q4 2024 in Review

Financial Network Wealth Advisors sold out of AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) in Q4 2024, closing a stake of 555 shares — an estimated $19.5K sold.

Financial Network Wealth Advisors first reported a position in OCTW in Q2 2024 and held it in 2 quarters. The position peaked at $19.5K in Q3 2024. 89 funds tracked by Wall St. Rank hold OCTW as of Q4 2024.

  • Financial Network Wealth Advisors reported no remaining AllianzIM U.S. Equity Buffer20 Oct ETF position as of Q4 2024 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 555 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q4 2024, an estimated $19.5K.
  • Financial Network Wealth Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q2 2024 and held it in 2 quarters.
  • Financial Network Wealth Advisors's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $19.5K in Q3 2024.
  • 89 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q4 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.