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Key Capital Management’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Key Capital Management’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 		– Sell
-7,310
Closed -$281K – 783
2026
Q1 		$281K Buy
7,310
+1,032
+16% +$40.3K 0.19% 61
2025
Q4 		$245K Buy
+6,278
New +$242K 0.24% 55

Other funds holding OCTW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
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
FTEA
Forty-three Eighteen Advisors Bentonville, Arkansas $149M AUM
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
EWM
Elevation Wealth Management Eden Prairie, Minnesota $134M AUM
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Key Capital Management sold out of AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) in Q2 2026, closing a stake of 7,310 shares — an estimated $281K sold.

Key Capital Management first reported a position in OCTW in Q4 2025 and held it in 2 quarters. The position peaked at $281K in Q1 2026. 44 funds tracked by Wall St. Rank hold OCTW as of Q2 2026.

  • Key Capital Management reported no remaining AllianzIM U.S. Equity Buffer20 Oct ETF position as of Q2 2026 after selling out during the quarter.
  • Key Capital Management sold 7,310 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q2 2026, an estimated $281K.
  • Key Capital Management first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2025 and held it in 2 quarters.
  • Key Capital Management's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $281K in Q1 2026.
  • 44 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2026.

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