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 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

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 22.96% 1-Year Est. Return

KAS

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

Independent Financial Group's OCTW Position: Q2 2026 in Review

Independent Financial Group reduced its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) stake by 2.2% in Q2 2026, selling an estimated $12.1K and leaving 13,424 shares worth $549K. The position accounts for 0.01% of the portfolio, ranked #955.

Independent Financial Group first reported a position in OCTW in Q4 2023 and has held it in 11 quarters since. The position peaked at $604K in Q4 2025. 81 funds tracked by Wall St. Rank hold OCTW as of Q2 2026.

Independent Financial Group held 13,424 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $549K as of Q2 2026.
Independent Financial Group sold 300 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q2 2026, an estimated $12.1K.
AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #955 holding.
Independent Financial Group first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2023 and has held it in 11 quarters since.
Independent Financial Group's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $604K in Q4 2025.
81 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.