Foundations Investment Advisors’s AllianzIM U.S. Large Cap Buffer20 Oct ETF OCTW Stock Holding History

Foundations Investment 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
2025 Q2	$270K	Sell
2025 Q1	$313K	Sell
2024 Q4	$435K	Buy