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OCTU

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

Networth 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
Q2 		– Sell
-207
Closed -$5.71K – 448
2026
Q1 		$5.71K Hold
207
– – ﹤0.01% 233
2025
Q4 		$5.89K Buy
+207
New +$5.86K ﹤0.01% 189

Other funds holding OCTU

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UFF
USA FINANCIAL FORMULAS Ada, Michigan $546M AUM
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Networth Advisors's OCTU Position: Q2 2026 in Review

Networth Advisors sold out of AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) in Q2 2026, closing a stake of 207 shares — an estimated $5.71K sold.

Networth Advisors first reported a position in OCTU in Q4 2025 and held it in 2 quarters. The position peaked at $5.89K in Q4 2025. 15 funds tracked by Wall St. Rank hold OCTU as of Q2 2026.

  • Networth Advisors reported no remaining AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF position as of Q2 2026 after selling out during the quarter.
  • Networth Advisors sold 207 AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF shares in Q2 2026, an estimated $5.71K.
  • Networth Advisors first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF in Q4 2025 and held it in 2 quarters.
  • Networth Advisors's AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF position peaked at $5.89K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.