FIA
OCTU

Foundations Investment Advisors’s AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF OCTU Stock Holding History

Foundations Investment Advisors’s Portfolio OCTU Stock Details OCTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-9,831
Closed -$271K – 1331
2026
Q1 		$271K Sell
9,831
-780
-7% -$22.1K ﹤0.01% 950
2025
Q4 		$302K Buy
+10,611
New +$300K ﹤0.01% 889

Other funds holding OCTU

A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Foundations Investment Advisors's OCTU Position: Q2 2026 in Review

Foundations Investment Advisors sold out of AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) in Q2 2026, closing a stake of 9,831 shares — an estimated $271K sold.

Foundations Investment Advisors first reported a position in OCTU in Q4 2025 and held it in 2 quarters. The position peaked at $302K in Q4 2025. 36 funds tracked by Wall St. Rank hold OCTU as of Q2 2026.

  • Foundations Investment Advisors reported no remaining AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF position as of Q2 2026 after selling out during the quarter.
  • Foundations Investment Advisors sold 9,831 AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF shares in Q2 2026, an estimated $271K.
  • Foundations Investment Advisors first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF in Q4 2025 and held it in 2 quarters.
  • Foundations Investment Advisors's AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF position peaked at $302K in Q4 2025.
  • 36 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.