Mid-American Wealth Advisory Group’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Mid-American Wealth Advisory 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	–	Sell	-216,453	Closed	-$8.44M	–	73
2026 Q1	$8.44M	Hold	216,453	–	–	3.57%	8
2025 Q4	$8.44M	Buy	+216,453	New	+$8.36M	3.57%	8
2025 Q3	–	Sell	-146,222	Closed	-$5.41M	–	226
2025 Q2	$5.41M	Buy	146,222 +13,672	+10%	+$486K	2.57%	12
2025 Q1	$4.66M	Buy	+132,550	New	+$4.73M	2.5%	11

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 22.96% 1-Year Est. Return

KAS

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

Mid-American Wealth Advisory Group's OCTW Position: Q2 2026 in Review

Mid-American Wealth Advisory Group sold out of AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) in Q2 2026, closing a stake of 216,453 shares — an estimated $8.44M sold.

Mid-American Wealth Advisory Group first reported a position in OCTW in Q1 2025 and held it in 4 quarters. The position peaked at $8.44M in Q1 2026. 81 funds tracked by Wall St. Rank hold OCTW as of Q2 2026.

Mid-American Wealth Advisory Group reported no remaining AllianzIM U.S. Equity Buffer20 Oct ETF position as of Q2 2026 after selling out during the quarter.
Mid-American Wealth Advisory Group sold 216,453 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q2 2026, an estimated $8.44M.
Mid-American Wealth Advisory Group first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q1 2025 and held it in 4 quarters.
Mid-American Wealth Advisory Group's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $8.44M in Q1 2026.
81 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2026.

Based on Mid-American Wealth Advisory Group's 13F filing for Q2 2026, filed 16 Jul 2026.