KFG
OCTU

Kingdom Financial Group’s AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF OCTU Stock Holding History

Kingdom Financial Group’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
-220
Closed -$6.07K – 984
2026
Q1 		$6.07K Sell
220
-44
-17% -$1.25K ﹤0.01% 536
2025
Q4 		$7.51K Buy
+264
New +$7.47K ﹤0.01% 453

Other funds holding OCTU

A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Kingdom Financial Group's OCTU Position: Q2 2026 in Review

Kingdom Financial Group sold out of AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) in Q2 2026, closing a stake of 220 shares — an estimated $6.07K sold.

Kingdom Financial Group first reported a position in OCTU in Q4 2025 and held it in 2 quarters. The position peaked at $7.51K in Q4 2025. 36 funds tracked by Wall St. Rank hold OCTU as of Q2 2026.

  • Kingdom Financial Group reported no remaining AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF position as of Q2 2026 after selling out during the quarter.
  • Kingdom Financial Group sold 220 AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF shares in Q2 2026, an estimated $6.07K.
  • Kingdom Financial Group first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF in Q4 2025 and held it in 2 quarters.
  • Kingdom Financial Group's AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF position peaked at $7.51K in Q4 2025.
  • 36 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.