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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Focus Financial Network's OCTW Position: Q2 2026 in Review

Focus Financial Network increased its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) stake by 0.32% in Q2 2026, buying an estimated $1.85K and bringing the position to 14,462 shares worth $592K. The position accounts for 0.02% of the portfolio, ranked #450.

Focus Financial Network first reported a position in OCTW in Q4 2024 and has held it in 7 quarters since. The position peaked at $608K in Q4 2025. 81 funds tracked by Wall St. Rank hold OCTW as of Q2 2026.

Focus Financial Network held 14,462 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $592K as of Q2 2026.
Focus Financial Network bought 46 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q2 2026, an estimated $1.85K.
AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.02% of Focus Financial Network's portfolio in Q2 2026, its #450 holding.
Focus Financial Network first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2024 and has held it in 7 quarters since.
Focus Financial Network's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $608K in Q4 2025.
81 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.