Nations Financial Group
OCTW icon

Nations Financial Group’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Nations Financial Group’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 		$714K Sell
16,985
-105
-0.6% -$4.36K 0.04% 459
2026
Q2 		$699K Buy
17,090
+873
+5% +$35.2K 0.03% 466
2026
Q1 		$624K Sell
16,217
-487
-3% -$19K 0.03% 494
2025
Q4 		$651K Sell
16,704
-182
-1% -$7.03K 0.03% 454
2025
Q3 		$647K Sell
16,886
-358
-2% -$13.5K 0.04% 429
2025
Q2 		$638K Sell
17,244
-558
-3% -$19.8K 0.04% 395
2025
Q1 		$625K Sell
17,802
-6,845
-28% -$244K 0.05% 377
2024
Q4 		$876K Sell
24,647
-1,507
-6% -$53.4K 0.06% 306
2024
Q3 		$918K Sell
26,154
-167
-0.6% -$5.81K 0.07% 300
2024
Q2 		$908K Sell
26,321
-1,322
-5% -$45.1K 0.07% 275
2024
Q1 		$936K Sell
27,643
-10,979
-28% -$366K 0.08% 269
2023
Q4 		$1.26M Sell
38,622
-2,319
-6% -$73.6K 0.12% 203
2023
Q3 		$1.27M Sell
40,941
-1,233
-3% -$37.9K 0.13% 187
2023
Q2 		$1.28M Sell
42,174
-341
-0.8% -$10.1K 0.13% 194
2023
Q1 		$1.24M Sell
42,515
-1,092
-3% -$31.2K 0.13% 185
2022
Q4 		$1.21M Buy
43,607
+1,278
+3% +$35.3K 0.14% 185
2022
Q3 		$1.13M Buy
42,329
+784
+2% +$20.9K 0.16% 154
2022
Q2 		$1.09M Buy
41,545
+12,148
+41% +$325K 0.15% 174
2022
Q1 		$809K Buy
+29,397
New +$801K 0.1% 228

Other funds holding OCTW

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Guardian Capital (Pennsylvania)
Guardian Capital (Pennsylvania) Wexford, Pennsylvania $132M AUM 27.32% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return
Elevation Wealth Management
Elevation Wealth Management Eden Prairie, Minnesota $148M AUM 25.29% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return
Long Island Wealth Management
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

Nations Financial Group's OCTW Position: Q3 2026 in Review

Nations Financial Group reduced its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) stake by 0.61% in Q3 2026, selling an estimated $4.36K and leaving 16,985 shares worth $714K. The position accounts for 0.04% of the portfolio, ranked #459.

Nations Financial Group first reported a position in OCTW in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.28M in Q2 2023. 46 funds tracked by Wall St. Rank hold OCTW as of Q3 2026.

  • Nations Financial Group held 16,985 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $714K as of Q3 2026.
  • Nations Financial Group sold 105 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q3 2026, an estimated $4.36K.
  • AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.04% of Nations Financial Group's portfolio in Q3 2026, its #459 holding.
  • Nations Financial Group first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q1 2022 and has held it in 19 quarters since.
  • Nations Financial Group's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $1.28M in Q2 2023.
  • 46 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q3 2026.

Based on Nations Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.