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

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

FHC

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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. 12 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.
12 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.