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 Q3	$793K	Sell	18,883 -2,822	-13%	-$117K	0.54%	53
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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Long Island Wealth Management Melville, New York $256M AUM 12.83% 1-Year Est. Return

AFP

Advus Financial Partners Winter Park, Florida $355M AUM 12.67% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Midwest Financial Network's OCTW Position: Q3 2026 in Review

Midwest Financial Network reduced its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) stake by 13% in Q3 2026, selling an estimated $117K and leaving 18,883 shares worth $793K. The position accounts for 0.54% of the portfolio, ranked #53.

Midwest Financial Network first reported a position in OCTW in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.61M in Q3 2025. 22 funds tracked by Wall St. Rank hold OCTW as of Q3 2026.

Midwest Financial Network held 18,883 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $793K as of Q3 2026.
Midwest Financial Network sold 2,822 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q3 2026, an estimated $117K.
AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.54% of Midwest Financial Network's portfolio in Q3 2026, its #53 holding.
Midwest Financial Network first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2024 and has held it in 8 quarters since.
Midwest Financial Network's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $1.61M in Q3 2025.
22 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q3 2026.

Based on Midwest Financial Network's 13F filing for Q3 2026, filed 13 Oct 2026.