GFG
OCTU

Grantvest Financial Group’s AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF OCTU Stock Holding History

Grantvest Financial Group’s Portfolio OCTU Stock Details OCTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-7,803
Closed -$222K – 180
2025
Q4 		$222K Hold
7,803
– – 0.14% 152
2025
Q3 		$218K Hold
7,803
– – 0.15% 144
2025
Q2 		$205K Buy
+7,803
New +$195K 0.15% 135
2025
Q1 		– Sell
-9,160
Closed -$232K – 138
2024
Q4 		$232K Buy
+9,160
New +$233K 0.26% 107

Other funds holding OCTU

A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Grantvest Financial Group's OCTU Position: Q1 2026 in Review

Grantvest Financial Group sold out of AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) in Q1 2026, closing a stake of 7,803 shares — an estimated $222K sold.

Grantvest Financial Group first reported a position in OCTU in Q4 2024 and held it in 4 quarters. The position peaked at $232K in Q4 2024. 41 funds tracked by Wall St. Rank hold OCTU as of Q1 2026.

  • Grantvest Financial Group reported no remaining AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF position as of Q1 2026 after selling out during the quarter.
  • Grantvest Financial Group sold 7,803 AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF shares in Q1 2026, an estimated $222K.
  • Grantvest Financial Group first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF in Q4 2024 and held it in 4 quarters.
  • Grantvest Financial Group's AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF position peaked at $232K in Q4 2024.
  • 41 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF as of Q1 2026.

Based on Grantvest Financial Group's 13F filing for Q1 2026, filed 11 May 2026.