GI
OCTW icon

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

Gradient 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
2025
Q4 		– Sell
-38,106
Closed -$1.46M – 375
2025
Q3 		$1.46M Sell
38,106
-993,709
-96% -$37.5M 0.02% 216
2025
Q2 		$38.2M Sell
1,031,815
-1,489,840
-59% -$53M 0.7% 44
2025
Q1 		$88.6M Sell
2,521,655
-226,608
-8% -$8.09M 1.79% 7
2024
Q4 		$97.7M Buy
+2,748,263
New +$97.4M 1.98% 10

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

Gradient Investments's OCTW Position: Q4 2025 in Review

Gradient Investments sold out of AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) in Q4 2025, closing a stake of 38,106 shares — an estimated $1.46M sold.

Gradient Investments first reported a position in OCTW in Q4 2024 and held it in 4 quarters. The position peaked at $97.7M in Q4 2024. 96 funds tracked by Wall St. Rank hold OCTW as of Q4 2025.

  • Gradient Investments reported no remaining AllianzIM U.S. Equity Buffer20 Oct ETF position as of Q4 2025 after selling out during the quarter.
  • Gradient Investments sold 38,106 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q4 2025, an estimated $1.46M.
  • Gradient Investments first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2024 and held it in 4 quarters.
  • Gradient Investments's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $97.7M in Q4 2024.
  • 96 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q4 2025.

Based on Gradient Investments's 13F filing for Q4 2025, filed 8 Jan 2026.