Main Street Financial Solutions’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Main Street Financial Solutions’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 Q2	$225K	Hold	5,497	–	–	0.01%	555
2026 Q1	$211K	Sell	5,497 -872	-14%	-$34K	0.02%	525
2025 Q4	$248K	Hold	6,369	–	–	0.02%	473
2025 Q3	$244K	Hold	6,369	–	–	0.02%	539
2025 Q2	$236K	Hold	6,369	–	–	0.02%	500
2025 Q1	$224K	Hold	6,369	–	–	0.02%	465
2024 Q4	$226K	Buy	+6,369	New	+$226K	0.02%	440

Other funds holding OCTW

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Main Street Financial Solutions's OCTW Position: Q2 2026 in Review

Main Street Financial Solutions held its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) position steady in Q2 2026 at 5,497 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #555.

Main Street Financial Solutions first reported a position in OCTW in Q4 2024 and has held it in 7 quarters since. The position peaked at $248K in Q4 2025. 81 funds tracked by Wall St. Rank hold OCTW as of Q2 2026.

Main Street Financial Solutions held 5,497 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $225K as of Q2 2026.
Main Street Financial Solutions left its AllianzIM U.S. Equity Buffer20 Oct ETF share count unchanged in Q2 2026.
AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.01% of Main Street Financial Solutions's portfolio in Q2 2026, its #555 holding.
Main Street Financial Solutions first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2024 and has held it in 7 quarters since.
Main Street Financial Solutions's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $248K in Q4 2025.
81 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2026.

Based on Main Street Financial Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.