NIA
OCTU

NBZ Investment Advisors’s AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF OCTU Stock Holding History

NBZ Investment Advisors’s Portfolio OCTU Stock Details OCTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$395K Hold
14,318
– – 0.17% 39
2025
Q4 		$408K Buy
14,318
+13,160
+1,136% +$372K 0.18% 37
2025
Q3 		$32.4K Buy
+1,158
New +$31.3K 0.02% 58
2025
Q1 		– Sell
-185
Closed -$4.68K – 80
2024
Q4 		$4.68K Buy
+185
New +$4.71K ﹤0.01% 59

Other funds holding OCTU

A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

NBZ Investment Advisors's OCTU Position: Q1 2026 in Review

NBZ Investment Advisors held its AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) position steady in Q1 2026 at 14,318 shares worth $395K. The position accounts for 0.17% of the portfolio, ranked #39.

NBZ Investment Advisors first reported a position in OCTU in Q4 2024 and has held it in 4 quarters since. The position peaked at $408K in Q4 2025. 41 funds tracked by Wall St. Rank hold OCTU as of Q1 2026.

  • NBZ Investment Advisors held 14,318 shares of AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF worth $395K as of Q1 2026.
  • NBZ Investment Advisors left its AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF share count unchanged in Q1 2026.
  • AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF made up 0.17% of NBZ Investment Advisors's portfolio in Q1 2026, its #39 holding.
  • NBZ Investment Advisors first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF in Q4 2024 and has held it in 4 quarters since.
  • NBZ Investment Advisors's AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF position peaked at $408K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF as of Q1 2026.

Based on NBZ Investment Advisors's 13F filing for Q1 2026, filed 4 May 2026.