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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
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 $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