IFP Advisors’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

IFP Advisors’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	$407K	Sell	9,948 -50	-0.5%	-$2.01K	0.01%	1134
2026 Q1	$385K	Buy	9,998 +225	+2%	+$8.78K	0.01%	1073
2025 Q4	$381K	Buy	9,773 +343	+4%	+$13.2K	0.01%	1053
2025 Q3	$361K	Buy	9,430 +2,686	+40%	+$101K	0.01%	996
2025 Q2	$250K	Buy	6,744 +1,653	+32%	+$58.8K	0.01%	1157
2025 Q1	$179K	Hold	5,091	–	–	0.01%	1230
2024 Q4	$181K	Buy	5,091 +150	+3%	+$5.32K	0.01%	1164
2024 Q3	$173K	Hold	4,941	–	–	0.01%	1153
2024 Q2	$170K	Hold	4,941	–	–	0.01%	1119
2024 Q1	$167K	Hold	4,941	–	–	0.01%	1085
2023 Q4	$162K	Buy	4,941 +2,915	+144%	+$92.6K	0.01%	1049
2023 Q3	$63K	Buy	+2,026	New	+$62.2K	﹤0.01%	1457
2023 Q1	–	Sell	-53,923	Closed	-$1.35M	–	4100
2022 Q4	$1.35M	Buy	53,923 +15,748	+41%	+$435K	0.04%	505
2022 Q3	$954K	Buy	+38,175	New	+$1.02M	0.02%	651

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 22.9% 1-Year Est. Return

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

IFP Advisors's OCTW Position: Q2 2026 in Review

IFP Advisors reduced its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) stake by 0.5% in Q2 2026, selling an estimated $2.01K and leaving 9,948 shares worth $407K. The position accounts for 0.01% of the portfolio, ranked #1134.

IFP Advisors first reported a position in OCTW in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.35M in Q4 2022. 81 funds tracked by Wall St. Rank hold OCTW as of Q2 2026.

IFP Advisors held 9,948 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $407K as of Q2 2026.
IFP Advisors sold 50 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q2 2026, an estimated $2.01K.
AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1134 holding.
IFP Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q3 2022 and has held it in 14 quarters since.
IFP Advisors's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $1.35M in Q4 2022.
81 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.