IFP Advisors’s AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF OCTU Stock Holding History

IFP Advisors’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 Q3	$267K	Buy	8,664 +474	+6%	+$14.6K	﹤0.01%	1372
2026 Q2	$249K	Buy	8,190 +1,689	+26%	+$50.2K	﹤0.01%	1387
2026 Q1	$179K	Buy	6,501 +110	+2%	+$3.12K	﹤0.01%	1463
2025 Q4	$182K	Buy	6,391 +6,341	+12,682%	+$179K	﹤0.01%	1421
2025 Q3	$1.4K	Buy	+50	New	+$1.35K	﹤0.01%	3820

Other funds holding OCTU

USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return

Sterling Manor Financial Saratoga Springs, New York $173M AUM

Cypress Wealth Services Palm Desert, California $848M AUM 19.63% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return

IFP Advisors's OCTU Position: Q3 2026 in Review

IFP Advisors increased its AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) stake by 5.8% in Q3 2026, buying an estimated $14.6K and bringing the position to 8,664 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #1372.

IFP Advisors first reported a position in OCTU in Q3 2025 and has held it in 5 quarters since. 7 funds tracked by Wall St. Rank hold OCTU as of Q3 2026.

IFP Advisors held 8,664 shares of AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF worth $267K as of Q3 2026.
IFP Advisors bought 474 AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF shares in Q3 2026, an estimated $14.6K.
AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #1372 holding.
IFP Advisors first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF in Q3 2025 and has held it in 5 quarters since.
7 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.