HI
OCTU

Harbour Investments’s AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF OCTU Stock Holding History

Harbour Investments’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 		$176K Hold
6,389
– – ﹤0.01% 1606
2025
Q4 		$182K Buy
6,389
+1,243
+24% +$35.2K ﹤0.01% 1332
2025
Q3 		$144K Hold
5,146
– – ﹤0.01% 1388
2025
Q2 		$135K Hold
5,146
– – ﹤0.01% 1358
2025
Q1 		$127K Hold
5,146
– – ﹤0.01% 1315
2024
Q4 		$130K Buy
+5,146
New +$131K ﹤0.01% 1239

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

Harbour Investments's OCTU Position: Q1 2026 in Review

Harbour Investments held its AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) position steady in Q1 2026 at 6,389 shares worth $176K. The position accounts for ﹤0.01% of the portfolio, ranked #1606.

Harbour Investments first reported a position in OCTU in Q4 2024 and has held it in 6 quarters since. The position peaked at $182K in Q4 2025. 41 funds tracked by Wall St. Rank hold OCTU as of Q1 2026.

  • Harbour Investments held 6,389 shares of AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF worth $176K as of Q1 2026.
  • Harbour Investments left its AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF share count unchanged in Q1 2026.
  • AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1606 holding.
  • Harbour Investments first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF in Q4 2024 and has held it in 6 quarters since.
  • Harbour Investments's AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF position peaked at $182K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.