RRMM
OCTU

Regatta Research & Money Management’s AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF OCTU Stock Holding History

Regatta Research & Money Management’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
Q2 		$665K Buy
+21,856
New +$650K 0.63% 37

Other funds holding OCTU

A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UFF
USA FINANCIAL FORMULAS Ada, Michigan $546M AUM
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

Regatta Research & Money Management's OCTU Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) in Q2 2026: 21,856 shares worth $665K. The stake represents 0.63% of the portfolio and ranks #37 among its holdings.

25 funds tracked by Wall St. Rank hold OCTU as of Q2 2026.

  • Regatta Research & Money Management held 21,856 shares of AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF worth $665K as of Q2 2026.
  • AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF was a new Regatta Research & Money Management position in Q2 2026.
  • AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF made up 0.63% of Regatta Research & Money Management's portfolio in Q2 2026, its #37 holding.
  • 25 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.