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

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

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. 81 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.
81 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.