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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$528K	Sell
2025 Q4	$604K	Buy
2025 Q3	$476K	Buy
2025 Q2	$397K	Buy
2025 Q1	$306K	Sell
2024 Q4	$374K	Buy
2024 Q3	$252K	Sell
2024 Q2	$303K	Hold
2024 Q1	$297K	Hold
2023 Q4	$287K	Buy