Merit Financial Group’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Merit Financial Group’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	$322K	Sell	7,883 -213	-3%	-$8.58K	﹤0.01%	1775
2026 Q1	$311K	Sell	8,096 -515	-6%	-$20.1K	﹤0.01%	1633
2025 Q4	$336K	Hold	8,611	–	–	﹤0.01%	1493
2025 Q3	$330K	Sell	8,611 -683	-7%	-$25.8K	﹤0.01%	1387
2025 Q2	$344K	Buy	+9,294	New	+$330K	﹤0.01%	1268

Other funds holding OCTW

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

SRA

Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Merit Financial Group's OCTW Position: Q2 2026 in Review

Merit Financial Group reduced its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) stake by 2.6% in Q2 2026, selling an estimated $8.58K and leaving 7,883 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #1775.

Merit Financial Group first reported a position in OCTW in Q2 2025 and has held it in 5 quarters since. The position peaked at $344K in Q2 2025. 13 funds tracked by Wall St. Rank hold OCTW as of Q2 2026.

Merit Financial Group held 7,883 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $322K as of Q2 2026.
Merit Financial Group sold 213 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q2 2026, an estimated $8.58K.
AllianzIM U.S. Equity Buffer20 Oct ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1775 holding.
Merit Financial Group first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q2 2025 and has held it in 5 quarters since.
Merit Financial Group's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $344K in Q2 2025.
13 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.