GLR
OCTU

Great Lakes Retirement’s AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF OCTU Stock Holding History

Great Lakes Retirement’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
2025
Q3 		– Sell
-11,028
Closed -$290K – 218
2025
Q2 		$290K Buy
+11,028
New +$276K 0.03% 194

Other funds holding OCTU

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Great Lakes Retirement's OCTU Position: Q3 2025 in Review

Great Lakes Retirement sold out of AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) in Q3 2025, closing a stake of 11,028 shares — an estimated $290K sold.

Great Lakes Retirement first reported a position in OCTU in Q2 2025 and held it in 1 quarter. The position peaked at $290K in Q2 2025. 27 funds tracked by Wall St. Rank hold OCTU as of Q3 2025.

  • Great Lakes Retirement reported no remaining AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF position as of Q3 2025 after selling out during the quarter.
  • Great Lakes Retirement sold 11,028 AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF shares in Q3 2025, an estimated $290K.
  • Great Lakes Retirement first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF in Q2 2025 and held it in 1 quarter.
  • Great Lakes Retirement's AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF position peaked at $290K in Q2 2025.
  • 27 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF as of Q3 2025.

Based on Great Lakes Retirement's 13F filing for Q3 2025, filed 12 Nov 2025.