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Lord & Richards Wealth Management’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Lord & Richards Wealth Management’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
2025
Q2 		– Sell
-15,353
Closed -$539K – 129
2025
Q1 		$539K Sell
15,353
-3,494
-19% -$125K 0.61% 44
2024
Q4 		$670K Buy
+18,847
New +$668K 1.41% 23

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Lord & Richards Wealth Management's OCTW Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) in Q2 2025, closing a stake of 15,353 shares — an estimated $539K sold.

Lord & Richards Wealth Management first reported a position in OCTW in Q4 2024 and held it in 2 quarters. The position peaked at $670K in Q4 2024. 86 funds tracked by Wall St. Rank hold OCTW as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining AllianzIM U.S. Equity Buffer20 Oct ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 15,353 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q2 2025, an estimated $539K.
  • Lord & Richards Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2024 and held it in 2 quarters.
  • Lord & Richards Wealth Management's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $670K in Q4 2024.
  • 86 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.