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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

EWM

Elevation Wealth Management Eden Prairie, Minnesota $134M AUM

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SRA

Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 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. 34 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.
34 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.