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

Outlook Wealth 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	–	Sell	-107,029	Closed	-$4.12M	–	320
2026 Q1	$4.12M	Sell	107,029 -107,954	-50%	-$4.21M	1%	19
2025 Q4	$8.38M	Buy	+214,983	New	+$8.3M	1.9%	11
2025 Q3	–	Sell	-112,161	Closed	-$4.15M	–	314
2025 Q2	$4.15M	Sell	112,161 -1,290	-1%	-$45.9K	1.07%	20
2025 Q1	$3.98M	Sell	113,451 -2,372	-2%	-$84.7K	1.11%	19
2024 Q4	$4.12M	Buy	+115,823	New	+$4.11M	1.18%	17
2023 Q2	–	Sell	-31,286	Closed	-$911K	–	215
2023 Q1	$911K	Sell	31,286 -1,413	-4%	-$40.4K	0.41%	56
2022 Q4	$910K	Buy	+32,699	New	+$903K	0.43%	55

Other funds holding OCTW

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Outlook Wealth Advisors's OCTW Position: Q2 2026 in Review

Outlook Wealth Advisors sold out of AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) in Q2 2026, closing a stake of 107,029 shares — an estimated $4.12M sold.

Outlook Wealth Advisors first reported a position in OCTW in Q4 2022 and held it in 7 quarters. The position peaked at $8.38M in Q4 2025. 81 funds tracked by Wall St. Rank hold OCTW as of Q2 2026.

Outlook Wealth Advisors reported no remaining AllianzIM U.S. Equity Buffer20 Oct ETF position as of Q2 2026 after selling out during the quarter.
Outlook Wealth Advisors sold 107,029 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q2 2026, an estimated $4.12M.
Outlook Wealth Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2022 and held it in 7 quarters.
Outlook Wealth Advisors's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $8.38M in Q4 2025.
81 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.