Gladstone Institutional Advisory
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Gladstone Institutional Advisory’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Gladstone Institutional Advisory’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
Q3 		$4.76M Buy
+113,413
New +$4.71M 0.14% 158

Other funds holding OCTW

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Allianz
Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Guardian Capital (Pennsylvania)
Guardian Capital (Pennsylvania) Wexford, Pennsylvania $132M AUM 27.32% 1-Year Est. Return
Centaurus Financial
Centaurus Financial Anaheim, California $2.59B AUM 20.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Gladstone Institutional Advisory's OCTW Position: Q3 2026 in Review

Gladstone Institutional Advisory opened a new position in AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) in Q3 2026: 113,413 shares worth $4.76M. The stake represents 0.14% of the portfolio and ranks #158 among its holdings.

70 funds tracked by Wall St. Rank hold OCTW as of Q3 2026.

  • Gladstone Institutional Advisory held 113,413 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $4.76M as of Q3 2026.
  • AllianzIM U.S. Equity Buffer20 Oct ETF was a new Gladstone Institutional Advisory position in Q3 2026.
  • AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.14% of Gladstone Institutional Advisory's portfolio in Q3 2026, its #158 holding.
  • 70 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q3 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.