FI
OCTU

FWG Investments’s AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF OCTU Stock Holding History

FWG Investments’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 		$283K Buy
10,260
+74
+0.7% +$2.1K 0.18% 102
2025
Q4 		$290K Buy
10,186
+214
+2% +$6.06K 0.18% 93
2025
Q3 		$279K Buy
9,972
+1,113
+13% +$30.1K 0.19% 89
2025
Q2 		$233K Buy
+8,859
New +$222K 0.18% 94

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

FWG Investments's OCTU Position: Q1 2026 in Review

FWG Investments increased its AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) stake by 0.73% in Q1 2026, buying an estimated $2.1K and bringing the position to 10,260 shares worth $283K. The position accounts for 0.18% of the portfolio, ranked #102.

FWG Investments first reported a position in OCTU in Q2 2025 and has held it in 4 quarters since. The position peaked at $290K in Q4 2025. 41 funds tracked by Wall St. Rank hold OCTU as of Q1 2026.

  • FWG Investments held 10,260 shares of AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF worth $283K as of Q1 2026.
  • FWG Investments bought 74 AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF shares in Q1 2026, an estimated $2.1K.
  • AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF made up 0.18% of FWG Investments's portfolio in Q1 2026, its #102 holding.
  • FWG Investments first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF in Q2 2025 and has held it in 4 quarters since.
  • FWG Investments's AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF position peaked at $290K 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 FWG Investments's 13F filing for Q1 2026, filed 21 Apr 2026.