IFG Advisory’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

IFG Advisory’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	$850K	Buy	+20,776	New	+$837K	0.03%	466

Other funds holding OCTW

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

IFG Advisory's OCTW Position: Q2 2026 in Review

IFG Advisory opened a new position in AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) in Q2 2026: 20,776 shares worth $850K. The stake represents 0.03% of the portfolio and ranks #466 among its holdings.

81 funds tracked by Wall St. Rank hold OCTW as of Q2 2026.

IFG Advisory held 20,776 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $850K as of Q2 2026.
AllianzIM U.S. Equity Buffer20 Oct ETF was a new IFG Advisory position in Q2 2026.
AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.03% of IFG Advisory's portfolio in Q2 2026, its #466 holding.
81 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.