Gaddis Premier Wealth Advisors’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Gaddis Premier Wealth 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
2026 Q2	$224K	Sell	5,472 -225	-4%	-$9.06K	0.14%	91
2026 Q1	$219K	Sell	5,697 -1,340	-19%	-$52.3K	0.16%	76
2025 Q4	$274K	Buy	+7,037	New	+$272K	0.21%	66

Other funds holding OCTW

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Gaddis Premier Wealth Advisors's OCTW Position: Q2 2026 in Review

Gaddis Premier Wealth Advisors reduced its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) stake by 3.9% in Q2 2026, selling an estimated $9.06K and leaving 5,472 shares worth $224K. The position accounts for 0.14% of the portfolio, ranked #91.

Gaddis Premier Wealth Advisors first reported a position in OCTW in Q4 2025 and has held it in 3 quarters since. The position peaked at $274K in Q4 2025. 81 funds tracked by Wall St. Rank hold OCTW as of Q2 2026.

Gaddis Premier Wealth Advisors held 5,472 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $224K as of Q2 2026.
Gaddis Premier Wealth Advisors sold 225 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q2 2026, an estimated $9.06K.
AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.14% of Gaddis Premier Wealth Advisors's portfolio in Q2 2026, its #91 holding.
Gaddis Premier Wealth Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2025 and has held it in 3 quarters since.
Gaddis Premier Wealth Advisors's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $274K in Q4 2025.
81 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2026.

Based on Gaddis Premier Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.