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MAI Capital Management’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

MAI Capital 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
2026
Q1 		$36.1K Hold
939
– – ﹤0.01% 2450
2025
Q4 		$36.6K Hold
939
– – ﹤0.01% 2197
2025
Q3 		$36K Hold
939
– – ﹤0.01% 2114
2025
Q2 		$34.8K Hold
939
– – ﹤0.01% 2067
2025
Q1 		$33K Hold
939
– – ﹤0.01% 1955
2024
Q4 		$33.4K Buy
+939
New +$33.3K ﹤0.01% 1970

Other funds holding OCTW

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MAI Capital Management's OCTW Position: Q1 2026 in Review

MAI Capital Management held its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) position steady in Q1 2026 at 939 shares worth $36.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2450.

MAI Capital Management first reported a position in OCTW in Q4 2024 and has held it in 6 quarters since. The position peaked at $36.6K in Q4 2025. 99 funds tracked by Wall St. Rank hold OCTW as of Q1 2026.

  • MAI Capital Management held 939 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $36.1K as of Q1 2026.
  • MAI Capital Management left its AllianzIM U.S. Equity Buffer20 Oct ETF share count unchanged in Q1 2026.
  • AllianzIM U.S. Equity Buffer20 Oct ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #2450 holding.
  • MAI Capital Management first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2024 and has held it in 6 quarters since.
  • MAI Capital Management's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $36.6K in Q4 2025.
  • 99 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.