Midwest Financial Network’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Midwest Financial Network’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	$888K	Sell	21,705 -3,363	-13%	-$135K	0.61%	49
2026 Q1	$964K	Sell	25,068 -5,112	-17%	-$200K	0.77%	39
2025 Q4	$1.18M	Sell	30,180 -11,898	-28%	-$459K	0.91%	40
2025 Q3	$1.61M	Buy	42,078 +2,216	+6%	+$83.6K	1.31%	33
2025 Q2	$1.48M	Sell	39,862 -725	-2%	-$25.8K	1.46%	30
2025 Q1	$1.43M	Sell	40,587 -689	-2%	-$24.6K	1.42%	30
2024 Q4	$1.47M	Buy	+41,276	New	+$1.46M	1.53%	30

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

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

CRWM

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

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 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

Midwest Financial Network's OCTW Position: Q2 2026 in Review

Midwest Financial Network reduced its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) stake by 13% in Q2 2026, selling an estimated $135K and leaving 21,705 shares worth $888K. The position accounts for 0.61% of the portfolio, ranked #49.

Midwest Financial Network first reported a position in OCTW in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.61M in Q3 2025. 21 funds tracked by Wall St. Rank hold OCTW as of Q2 2026.

Midwest Financial Network held 21,705 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $888K as of Q2 2026.
Midwest Financial Network sold 3,363 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q2 2026, an estimated $135K.
AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.61% of Midwest Financial Network's portfolio in Q2 2026, its #49 holding.
Midwest Financial Network first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2024 and has held it in 7 quarters since.
Midwest Financial Network's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $1.61M in Q3 2025.
21 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2026.

Based on Midwest Financial Network's 13F filing for Q2 2026, filed 7 Jul 2026.