LAS
OCTU

Lloyd Advisory Services’s AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF OCTU Stock Holding History

Lloyd Advisory Services’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
-2,869
-93% -$81.4K ﹤0.01% 536
2025
Q4 		$87.9K Buy
+3,089
New +$87.4K 0.03% 196
2025
Q3 		– Sell
-57,044
Closed -$1.5M – 121
2025
Q2 		$1.5M Buy
+57,044
New +$1.43M 0.72% 32

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

Lloyd Advisory Services's OCTU Position: Q1 2026 in Review

Lloyd Advisory Services reduced its AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) stake by 93% in Q1 2026, selling an estimated $81.4K and leaving 220 shares worth $6.07K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

Lloyd Advisory Services first reported a position in OCTU in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.5M in Q2 2025. 41 funds tracked by Wall St. Rank hold OCTU as of Q1 2026.

  • Lloyd Advisory Services held 220 shares of AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF worth $6.07K as of Q1 2026.
  • Lloyd Advisory Services sold 2,869 AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF shares in Q1 2026, an estimated $81.4K.
  • AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q1 2026, its #536 holding.
  • Lloyd Advisory Services first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF in Q2 2025 and has held it in 3 quarters since.
  • Lloyd Advisory Services's AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF position peaked at $1.5M in Q2 2025.
  • 41 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.