Kingdom Financial Group’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Kingdom Financial Group’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 Q1	$899K	Sell	23,377 -1,226	-5%	-$47.9K	0.26%	41
2025 Q4	$960K	Buy	+24,603	New	+$950K	0.3%	33
2025 Q3	–	Sell	-19,017	Closed	-$704K	–	84
2025 Q2	$704K	Buy	19,017 +10,254	+117%	+$365K	0.61%	20
2025 Q1	$308K	Sell	8,763 -440	-5%	-$15.7K	0.23%	35
2024 Q4	$327K	Buy	+9,203	New	+$326K	0.22%	38

Other funds holding OCTW

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Kingdom Financial Group reduced its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) stake by 5% in Q1 2026, selling an estimated $47.9K and leaving 23,377 shares worth $899K. The position accounts for 0.26% of the portfolio, ranked #41.

Kingdom Financial Group first reported a position in OCTW in Q4 2024 and has held it in 5 quarters since. The position peaked at $960K in Q4 2025. 99 funds tracked by Wall St. Rank hold OCTW as of Q1 2026.

Kingdom Financial Group held 23,377 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $899K as of Q1 2026.
Kingdom Financial Group sold 1,226 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q1 2026, an estimated $47.9K.
AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.26% of Kingdom Financial Group's portfolio in Q1 2026, its #41 holding.
Kingdom Financial Group first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2024 and has held it in 5 quarters since.
Kingdom Financial Group's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $960K in Q4 2025.
99 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q1 2026.

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