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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
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

Other funds holding OCTW

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Global Retirement Partners's OCTW Position: Q4 2025 in Review

Global Retirement Partners held its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) position steady in Q4 2025 at 3,119 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #1788.

Global Retirement Partners first reported a position in OCTW in Q4 2024 and has held it in 4 quarters since. 96 funds tracked by Wall St. Rank hold OCTW as of Q4 2025.

  • Global Retirement Partners held 3,119 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $122K as of Q4 2025.
  • Global Retirement Partners left its AllianzIM U.S. Equity Buffer20 Oct ETF share count unchanged in Q4 2025.
  • AllianzIM U.S. Equity Buffer20 Oct ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1788 holding.
  • Global Retirement Partners first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2024 and has held it in 4 quarters since.
  • 96 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.