LI
OCTU

LifeWealth Investments’s AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF OCTU Stock Holding History

LifeWealth Investments’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
2025
Q3 		– Sell
-20,759
Closed -$545K – 234
2025
Q2 		$545K Buy
+20,759
New +$519K 0.09% 133

Other funds holding OCTU

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LifeWealth Investments's OCTU Position: Q3 2025 in Review

LifeWealth Investments sold out of AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) in Q3 2025, closing a stake of 20,759 shares — an estimated $545K sold.

LifeWealth Investments first reported a position in OCTU in Q2 2025 and held it in 1 quarter. The position peaked at $545K in Q2 2025. 27 funds tracked by Wall St. Rank hold OCTU as of Q3 2025.

  • LifeWealth Investments reported no remaining AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF position as of Q3 2025 after selling out during the quarter.
  • LifeWealth Investments sold 20,759 AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF shares in Q3 2025, an estimated $545K.
  • LifeWealth Investments first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF in Q2 2025 and held it in 1 quarter.
  • LifeWealth Investments's AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF position peaked at $545K in Q2 2025.
  • 27 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF as of Q3 2025.

Based on LifeWealth Investments's 13F filing for Q3 2025, filed 20 Oct 2025.