MML Investors Services
OCTW icon

MML Investors Services’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

MML Investors Services’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
Q1 		$508K Sell
13,203
-74,853
-85% -$2.92M ﹤0.01% 2208
2025
Q4 		$3.43M Buy
88,056
+1,706
+2% +$65.9K 0.01% 1071
2025
Q3 		$3.31M Buy
86,350
+7,121
+9% +$269K 0.01% 1041
2025
Q2 		$2.93M Buy
79,229
+4,989
+7% +$177K 0.01% 1051
2025
Q1 		$2.61M Hold
74,240
– – 0.01% 1040
2024
Q4 		$2.64M Buy
+74,240
New +$2.63M 0.01% 988

Other funds holding OCTW

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MML Investors Services's OCTW Position: Q1 2026 in Review

MML Investors Services reduced its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) stake by 85% in Q1 2026, selling an estimated $2.92M and leaving 13,203 shares worth $508K. The position accounts for ﹤0.01% of the portfolio, ranked #2208.

MML Investors Services first reported a position in OCTW in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.43M in Q4 2025. 99 funds tracked by Wall St. Rank hold OCTW as of Q1 2026.

  • MML Investors Services held 13,203 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $508K as of Q1 2026.
  • MML Investors Services sold 74,853 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q1 2026, an estimated $2.92M.
  • AllianzIM U.S. Equity Buffer20 Oct ETF made up ﹤0.01% of MML Investors Services's portfolio in Q1 2026, its #2208 holding.
  • MML Investors Services first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2024 and has held it in 6 quarters since.
  • MML Investors Services's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $3.43M in Q4 2025.
  • 99 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.