KCM
OCTU

Key Capital Management’s AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF OCTU Stock Holding History

Key Capital Management’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
Q2 		– Sell
-116
Closed -$3.2K – 827
2026
Q1 		$3.2K Buy
116
+112
+2,800% +$3.18K ﹤0.01% 454
2025
Q4 		$114 Buy
+4
New +$113 ﹤0.01% 515

Other funds holding OCTU

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UFF
USA FINANCIAL FORMULAS Ada, Michigan $546M AUM
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Key Capital Management's OCTU Position: Q2 2026 in Review

Key Capital Management sold out of AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) in Q2 2026, closing a stake of 116 shares — an estimated $3.2K sold.

Key Capital Management first reported a position in OCTU in Q4 2025 and held it in 2 quarters. The position peaked at $3.2K in Q1 2026. 15 funds tracked by Wall St. Rank hold OCTU as of Q2 2026.

  • Key Capital Management reported no remaining AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF position as of Q2 2026 after selling out during the quarter.
  • Key Capital Management sold 116 AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF shares in Q2 2026, an estimated $3.2K.
  • Key Capital Management first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF in Q4 2025 and held it in 2 quarters.
  • Key Capital Management's AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF position peaked at $3.2K in Q1 2026.
  • 15 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.