OWA
Outlook Wealth Advisors’s AllianzIM U.S. Large Cap Buffer20 Oct ETF OCTW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.15M | Sell |
112,161
-1,290
| -1% | -$47.7K | 1.07% | 20 |
|
|
2025
Q1 | $3.98M | Sell |
113,451
-2,372
| -2% | -$83.3K | 1.11% | 19 |
|
|
2024
Q4 | $4.12M | Buy |
+115,823
| New | +$4.12M | 1.18% | 17 |
|
|
2023
Q2 | – | Sell |
-31,286
| Closed | -$911K | – | 215 |
|
|
2023
Q1 | $911K | Sell |
31,286
-1,413
| -4% | -$41.2K | 0.41% | 56 |
|
|
2022
Q4 | $910K | Buy |
+32,699
| New | +$910K | 0.43% | 55 |
|