Global Retirement Partners
OCTW icon

Global Retirement Partners’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Global Retirement Partners’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 		$128K Buy
+3,119
New +$126K ﹤0.01% 1897
2025
Q4 		$122K Hold
3,119
– – ﹤0.01% 1788
2025
Q3 		$120K Sell
3,119
-132
-4% -$4.98K ﹤0.01% 1442
2025
Q2 		$120K Buy
+3,251
New +$116K ﹤0.01% 1337
2024
Q4 		$111K Buy
+3,119
New +$111K ﹤0.01% 1216

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Kestra Advisory Services
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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

Global Retirement Partners's OCTW Position: Q2 2026 in Review

Global Retirement Partners opened a new position in AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) in Q2 2026: 3,119 shares worth $128K. The stake represents ﹤0.01% of the portfolio and ranks #1897 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in OCTW as recently as Q4 2025.

Global Retirement Partners first reported a position in OCTW in Q4 2024 and has held it in 5 quarters since. 81 funds tracked by Wall St. Rank hold OCTW as of Q2 2026.

  • Global Retirement Partners held 3,119 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $128K as of Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Oct ETF was a new Global Retirement Partners position in Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Oct ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1897 holding.
  • Global Retirement Partners first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2024 and has held it in 5 quarters since.
  • 81 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.