KAS
OCTU

Kestra Advisory Services’s AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF OCTU Stock Holding History

Kestra Advisory Services’s Portfolio OCTU Stock Details OCTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$447K Buy
16,183
+2,680
+20% +$76.1K ﹤0.01% 2304
2025
Q4 		$384K Buy
+13,503
New +$382K ﹤0.01% 2342

Other funds holding OCTU

A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Kestra Advisory Services's OCTU Position: Q1 2026 in Review

Kestra Advisory Services increased its AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) stake by 20% in Q1 2026, buying an estimated $76.1K and bringing the position to 16,183 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #2304.

Kestra Advisory Services first reported a position in OCTU in Q4 2025 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold OCTU as of Q1 2026.

  • Kestra Advisory Services held 16,183 shares of AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF worth $447K as of Q1 2026.
  • Kestra Advisory Services bought 2,680 AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF shares in Q1 2026, an estimated $76.1K.
  • AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2304 holding.
  • Kestra Advisory Services first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF in Q4 2025 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.