LPL Financial’s AllianzIM U.S. Large Cap Buffer20 Oct ETF OCTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $69.6M | Buy |
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|
2025
Q2 | $1.78M | Buy |
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|
2025
Q1 | $1.44M | Sell |
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|
2024
Q4 | $1.66M | Buy |
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|
2024
Q3 | $1.54M | Buy |
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|
2024
Q2 | $1.28M | Buy |
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|
2024
Q1 | $1.2M | Buy |
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|
2023
Q4 | $886K | Buy |
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|
2023
Q3 | $457K | Sell |
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|
2023
Q2 | $633K | Sell |
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|
2023
Q1 | $1.14M | Buy |
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|
2022
Q4 | $204K | Buy |
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