Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Northwestern Mutual Wealth Management’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 		$6.42K Buy
+157
New +$6.32K ﹤0.01% 3281
2023
Q4 		– Sell
-517
Closed -$16.1K – 3618
2023
Q3 		$16.1K Buy
+517
New +$15.9K ﹤0.01% 2376

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Raymond James Financial
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Envestnet Asset Management
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KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Northwestern Mutual Wealth Management's OCTW Position: Q2 2026 in Review

Northwestern Mutual Wealth Management opened a new position in AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) in Q2 2026: 157 shares worth $6.42K. The stake represents ﹤0.01% of the portfolio and ranks #3281 among its holdings. This is a return to the name: Northwestern Mutual Wealth Management previously reported a position in OCTW as recently as Q3 2023.

Northwestern Mutual Wealth Management first reported a position in OCTW in Q3 2023 and has held it in 2 quarters since. The position peaked at $16.1K in Q3 2023. 81 funds tracked by Wall St. Rank hold OCTW as of Q2 2026.

  • Northwestern Mutual Wealth Management held 157 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $6.42K as of Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Oct ETF was a new Northwestern Mutual Wealth Management position in Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Oct ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #3281 holding.
  • Northwestern Mutual Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q3 2023 and has held it in 2 quarters since.
  • Northwestern Mutual Wealth Management's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $16.1K in Q3 2023.
  • 81 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.