MWM
OCTW icon

Modern Wealth Management’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Modern Wealth Management’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 		– Sell
-32,758
Closed -$1.27M – 1132
2026
Q1 		$1.27M Sell
32,758
-2,043
-6% -$79.7K 0.02% 377
2025
Q4 		$1.36M Buy
+34,801
New +$1.34M 0.02% 356

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

Modern Wealth Management's OCTW Position: Q2 2026 in Review

Modern Wealth Management sold out of AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) in Q2 2026, closing a stake of 32,758 shares — an estimated $1.27M sold.

Modern Wealth Management first reported a position in OCTW in Q4 2025 and held it in 2 quarters. The position peaked at $1.36M in Q4 2025. 81 funds tracked by Wall St. Rank hold OCTW as of Q2 2026.

  • Modern Wealth Management reported no remaining AllianzIM U.S. Equity Buffer20 Oct ETF position as of Q2 2026 after selling out during the quarter.
  • Modern Wealth Management sold 32,758 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q2 2026, an estimated $1.27M.
  • Modern Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2025 and held it in 2 quarters.
  • Modern Wealth Management's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $1.36M in Q4 2025.
  • 81 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.