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

OneDigital Investment 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
2024
Q4 		– Sell
-20,700
Closed -$727K – 1484
2024
Q3 		$727K Hold
20,700
– – 0.01% 777
2024
Q2 		$714K Buy
+20,700
New +$705K 0.01% 749
2023
Q1 		– Sell
-55,200
Closed -$1.54M – 985
2022
Q4 		$1.54M Buy
+55,200
New +$1.52M 0.04% 288

Other funds holding OCTW

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

OneDigital Investment Advisors's OCTW Position: Q4 2024 in Review

OneDigital Investment Advisors sold out of AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) in Q4 2024, closing a stake of 20,700 shares — an estimated $727K sold.

OneDigital Investment Advisors first reported a position in OCTW in Q4 2022 and held it in 3 quarters. The position peaked at $1.54M in Q4 2022. 89 funds tracked by Wall St. Rank hold OCTW as of Q4 2024.

  • OneDigital Investment Advisors reported no remaining AllianzIM U.S. Equity Buffer20 Oct ETF position as of Q4 2024 after selling out during the quarter.
  • OneDigital Investment Advisors sold 20,700 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q4 2024, an estimated $727K.
  • OneDigital Investment Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2022 and held it in 3 quarters.
  • OneDigital Investment Advisors's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $1.54M in Q4 2022.
  • 89 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q4 2024.

Based on OneDigital Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.