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HRT Financial’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

HRT Financial’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
-9,024
Closed -$345K – 3777
2025
Q3 		$345K Buy
+9,024
New +$340K ﹤0.01% 2092

Other funds holding OCTW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

HRT Financial's OCTW Position: Q4 2025 in Review

HRT Financial sold out of AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) in Q4 2025, closing a stake of 9,024 shares — an estimated $345K sold.

HRT Financial first reported a position in OCTW in Q3 2025 and held it in 1 quarter. The position peaked at $345K in Q3 2025. 97 funds tracked by Wall St. Rank hold OCTW as of Q4 2025.

  • HRT Financial reported no remaining AllianzIM U.S. Equity Buffer20 Oct ETF position as of Q4 2025 after selling out during the quarter.
  • HRT Financial sold 9,024 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q4 2025, an estimated $345K.
  • HRT Financial first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q3 2025 and held it in 1 quarter.
  • HRT Financial's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $345K in Q3 2025.
  • 97 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q4 2025.

Based on HRT Financial's 13F filing for Q4 2025, filed 12 Feb 2026.