OIA
OCTU

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

OneDigital 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 		$1.76M Sell
63,853
-300
-0.5% -$8.52K 0.02% 510
2025
Q4 		$1.83M Sell
64,153
-44,030
-41% -$1.25M 0.02% 485
2025
Q3 		$3.03M Sell
108,183
-25,991
-19% -$702K 0.03% 340
2025
Q2 		$3.52M Buy
134,174
+21,515
+19% +$538K 0.04% 296
2025
Q1 		$2.78M Buy
112,659
+39,808
+55% +$1.01M 0.03% 324
2024
Q4 		$1.85M Buy
+72,851
New +$1.86M 0.02% 444

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 $79.5B AUM 27.1% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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
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
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return

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

OneDigital Investment Advisors reduced its AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) stake by 0.47% in Q1 2026, selling an estimated $8.52K and leaving 63,853 shares worth $1.76M. The position accounts for 0.02% of the portfolio, ranked #510.

OneDigital Investment Advisors first reported a position in OCTU in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.52M in Q2 2025. 41 funds tracked by Wall St. Rank hold OCTU as of Q1 2026.

  • OneDigital Investment Advisors held 63,853 shares of AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF worth $1.76M as of Q1 2026.
  • OneDigital Investment Advisors sold 300 AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF shares in Q1 2026, an estimated $8.52K.
  • AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF made up 0.02% of OneDigital Investment Advisors's portfolio in Q1 2026, its #510 holding.
  • OneDigital Investment Advisors first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF in Q4 2024 and has held it in 6 quarters since.
  • OneDigital Investment Advisors's AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF position peaked at $3.52M in Q2 2025.
  • 41 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.