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FSR Wealth Management’s AllianzIM U.S. Large Cap Buffer20 Oct ETF OCTW Stock Holding History

FSR Wealth Management’s Portfolio OCTW Stock Details OCTW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.97M Sell
134,231
-714
-0.5% -$26.4K 6.38% 4
2025
Q1 		$4.74M Buy
134,945
+3,789
+3% +$133K 6.25% 4
2024
Q4 		$4.66M Buy
+131,156
New +$4.66M 5.86% 4