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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$270K Sell
7,290
-1,610
-18% -$59.6K ﹤0.01% 784
2025
Q1 		$313K Sell
8,900
-3,321
-27% -$117K 0.01% 703
2024
Q4 		$435K Buy
+12,221
New +$435K 0.01% 568