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Forty-three Eighteen Advisors’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Forty-three Eighteen 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
Q2 		$4.79M Sell
117,113
-415
-0.4% -$16.7K 3.22% 8
2026
Q1 		$4.52M Sell
117,528
-366
-0.3% -$14.3K 3.4% 7
2025
Q4 		$4.6M Buy
+117,894
New +$4.55M 3.57% 7

Other funds holding OCTW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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
CF
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Forty-three Eighteen Advisors's OCTW Position: Q2 2026 in Review

Forty-three Eighteen Advisors reduced its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) stake by 0.35% in Q2 2026, selling an estimated $16.7K and leaving 117,113 shares worth $4.79M. The position accounts for 3.22% of the portfolio, ranked #8.

Forty-three Eighteen Advisors first reported a position in OCTW in Q4 2025 and has held it in 3 quarters since. 80 funds tracked by Wall St. Rank hold OCTW as of Q2 2026.

  • Forty-three Eighteen Advisors held 117,113 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $4.79M as of Q2 2026.
  • Forty-three Eighteen Advisors sold 415 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q2 2026, an estimated $16.7K.
  • AllianzIM U.S. Equity Buffer20 Oct ETF made up 3.22% of Forty-three Eighteen Advisors's portfolio in Q2 2026, its #8 holding.
  • Forty-three Eighteen Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2025 and has held it in 3 quarters since.
  • 80 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2026.

Based on Forty-three Eighteen Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.