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
Q2 		$3.59M Buy
87,868
+74,665
+566% +$3.01M 0.01% 1184
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 $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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
CF
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

MML Investors Services's OCTW Position: Q2 2026 in Review

MML Investors Services increased its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) stake by 566% in Q2 2026, buying an estimated $3.01M and bringing the position to 87,868 shares worth $3.59M. The position accounts for 0.01% of the portfolio, ranked #1184.

MML Investors Services first reported a position in OCTW in Q4 2024 and has held it in 7 quarters since. 81 funds tracked by Wall St. Rank hold OCTW as of Q2 2026.

  • MML Investors Services held 87,868 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $3.59M as of Q2 2026.
  • MML Investors Services bought 74,665 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q2 2026, an estimated $3.01M.
  • AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.01% of MML Investors Services's portfolio in Q2 2026, its #1184 holding.
  • MML Investors Services first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2024 and has held it in 7 quarters since.
  • 81 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.