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Guardian Capital (Pennsylvania)’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Guardian Capital (Pennsylvania)’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 		$5.59M Buy
136,626
+37,128
+37% +$1.49M 4.57% 5
2026
Q1 		$3.83M Buy
99,498
+45,497
+84% +$1.78M 3.66% 7
2025
Q4 		$2.11M Buy
+54,001
New +$2.08M 1.89% 19

Other funds holding OCTW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
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
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Guardian Capital (Pennsylvania)'s OCTW Position: Q2 2026 in Review

Guardian Capital (Pennsylvania) increased its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) stake by 37% in Q2 2026, buying an estimated $1.49M and bringing the position to 136,626 shares worth $5.59M. The position accounts for 4.57% of the portfolio, ranked #5.

Guardian Capital (Pennsylvania) first reported a position in OCTW in Q4 2025 and has held it in 3 quarters since. 81 funds tracked by Wall St. Rank hold OCTW as of Q2 2026.

  • Guardian Capital (Pennsylvania) held 136,626 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $5.59M as of Q2 2026.
  • Guardian Capital (Pennsylvania) bought 37,128 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q2 2026, an estimated $1.49M.
  • AllianzIM U.S. Equity Buffer20 Oct ETF made up 4.57% of Guardian Capital (Pennsylvania)'s portfolio in Q2 2026, its #5 holding.
  • Guardian Capital (Pennsylvania) first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2025 and has held it in 3 quarters since.
  • 81 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2026.

Based on Guardian Capital (Pennsylvania)'s 13F filing for Q2 2026, filed 7 Aug 2026.