LifeWealth Investments’s AllianzIM U.S. Large Cap Buffer20 Oct ETF OCTW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.77M Buy
47,754
+4,181
+10% +$155K 0.57% 37
2025
Q1
$1.53M Buy
43,573
+19,966
+85% +$701K 0.63% 42
2024
Q4
$839K Buy
+23,607
New +$839K 0.56% 52