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FWG Investments’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

FWG Investments’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
2026
Q2 		– Sell
-5,576
Closed -$215K – 124
2026
Q1 		$215K Buy
+5,576
New +$218K 0.14% 117

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Allianz
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

FWG Investments's OCTW Position: Q2 2026 in Review

FWG Investments sold out of AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) in Q2 2026, closing a stake of 5,576 shares — an estimated $215K sold.

FWG Investments first reported a position in OCTW in Q1 2026 and held it in 1 quarter. The position peaked at $215K in Q1 2026. 81 funds tracked by Wall St. Rank hold OCTW as of Q2 2026.

  • FWG Investments reported no remaining AllianzIM U.S. Equity Buffer20 Oct ETF position as of Q2 2026 after selling out during the quarter.
  • FWG Investments sold 5,576 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q2 2026, an estimated $215K.
  • FWG Investments first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q1 2026 and held it in 1 quarter.
  • FWG Investments's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $215K in Q1 2026.
  • 81 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2026.

Based on FWG Investments's 13F filing for Q2 2026, filed 28 Jul 2026.