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
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 $9.02B 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

Kingdom Financial Group's OCTU Position: Q1 2026 in Review

Kingdom Financial Group reduced its AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) stake by 17% in Q1 2026, selling an estimated $1.25K and leaving 220 shares worth $6.07K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

Kingdom Financial Group first reported a position in OCTU in Q4 2025 and has held it in 2 quarters since. The position peaked at $7.51K in Q4 2025. 41 funds tracked by Wall St. Rank hold OCTU as of Q1 2026.

  • Kingdom Financial Group held 220 shares of AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF worth $6.07K as of Q1 2026.
  • Kingdom Financial Group sold 44 AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF shares in Q1 2026, an estimated $1.25K.
  • AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF made up ﹤0.01% of Kingdom Financial Group's portfolio in Q1 2026, its #536 holding.
  • Kingdom Financial Group first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF in Q4 2025 and has held it in 2 quarters since.
  • Kingdom Financial Group's AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF position peaked at $7.51K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.