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

Focus Financial Network’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	$592K	Buy	14,462 +46	+0.3%	+$1.85K	0.02%	450
2026 Q1	$555K	Sell	14,416 -1,163	-7%	-$45.4K	0.02%	439
2025 Q4	$608K	Buy	15,579 +2,044	+15%	+$78.9K	0.02%	413
2025 Q3	$519K	Hold	13,535	–	–	0.02%	435
2025 Q2	$501K	Buy	13,535 +1,656	+14%	+$58.9K	0.02%	431
2025 Q1	$417K	Buy	11,879 +967	+9%	+$34.5K	0.02%	460
2024 Q4	$388K	Buy	+10,912	New	+$387K	0.02%	476

Other funds holding OCTW

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return