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Networth Advisors’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Networth Advisors’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 		$5.48K Sell
134
-62,279
-100% -$2.51M ﹤0.01% 226
2026
Q1 		$2.4M Sell
62,413
-1,352
-2% -$52.8K 1.7% 17
2025
Q4 		$2.49M Buy
+63,765
New +$2.46M 1.84% 16

Other funds holding OCTW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
FTEA
Forty-three Eighteen Advisors Bentonville, Arkansas $149M AUM
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
EWM
Elevation Wealth Management Eden Prairie, Minnesota $134M AUM
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Networth Advisors's OCTW Position: Q2 2026 in Review

Networth Advisors reduced its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) stake by 100% in Q2 2026, selling an estimated $2.51M and leaving 134 shares worth $5.48K. The position accounts for ﹤0.01% of the portfolio, ranked #226.

Networth Advisors first reported a position in OCTW in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.49M in Q4 2025. 43 funds tracked by Wall St. Rank hold OCTW as of Q2 2026.

  • Networth Advisors held 134 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $5.48K as of Q2 2026.
  • Networth Advisors sold 62,279 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q2 2026, an estimated $2.51M.
  • AllianzIM U.S. Equity Buffer20 Oct ETF made up ﹤0.01% of Networth Advisors's portfolio in Q2 2026, its #226 holding.
  • Networth Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2025 and has held it in 3 quarters since.
  • Networth Advisors's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $2.49M in Q4 2025.
  • 43 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2026.

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