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

Independent Financial Group’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 Q3	$564K	Hold	13,424	–	–	0.01%	953
2026 Q2	$549K	Sell	13,424 -300	-2%	-$12.1K	0.01%	955
2026 Q1	$528K	Sell	13,724 -1,774	-11%	-$69.2K	0.01%	909
2025 Q4	$604K	Buy	15,498 +3,090	+25%	+$119K	0.01%	805
2025 Q3	$476K	Buy	12,408 +1,692	+16%	+$63.8K	0.01%	879
2025 Q2	$397K	Buy	10,716 +2,000	+23%	+$71.1K	0.01%	886
2025 Q1	$306K	Sell	8,716 -1,815	-17%	-$64.8K	0.01%	925
2024 Q4	$374K	Buy	10,531 +3,356	+47%	+$119K	0.01%	814
2024 Q3	$252K	Sell	7,175 -1,600	-18%	-$55.6K	0.01%	946
2024 Q2	$303K	Hold	8,775	–	–	0.01%	830
2024 Q1	$297K	Hold	8,775	–	–	0.01%	786
2023 Q4	$287K	Buy	+8,775	New	+$279K	0.02%	737

Other funds holding OCTW

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Independent Financial Group's OCTW Position: Q3 2026 in Review

Independent Financial Group held its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) position steady in Q3 2026 at 13,424 shares worth $564K. The position accounts for 0.01% of the portfolio, ranked #953.

Independent Financial Group first reported a position in OCTW in Q4 2023 and has held it in 12 quarters since. The position peaked at $604K in Q4 2025. 8 funds tracked by Wall St. Rank hold OCTW as of Q3 2026.

Independent Financial Group held 13,424 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $564K as of Q3 2026.
Independent Financial Group left its AllianzIM U.S. Equity Buffer20 Oct ETF share count unchanged in Q3 2026.
AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #953 holding.
Independent Financial Group first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2023 and has held it in 12 quarters since.
Independent Financial Group's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $604K in Q4 2025.
8 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.