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
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 $9.02B AUM 28.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Foundations Investment Advisors's OCTU Position: Q1 2026 in Review

Foundations Investment Advisors reduced its AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) stake by 7.4% in Q1 2026, selling an estimated $22.1K and leaving 9,831 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #950.

Foundations Investment Advisors first reported a position in OCTU in Q4 2025 and has held it in 2 quarters since. The position peaked at $302K in Q4 2025. 41 funds tracked by Wall St. Rank hold OCTU as of Q1 2026.

  • Foundations Investment Advisors held 9,831 shares of AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF worth $271K as of Q1 2026.
  • Foundations Investment Advisors sold 780 AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF shares in Q1 2026, an estimated $22.1K.
  • AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #950 holding.
  • Foundations Investment Advisors first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF in Q4 2025 and has held it in 2 quarters since.
  • Foundations Investment Advisors's AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF position peaked at $302K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.