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

Panoramic 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
2026 Q2	$307K	Hold	7,500	–	–	0.15%	111
2026 Q1	$289K	Hold	7,500	–	–	0.16%	101
2025 Q4	$293K	Hold	7,500	–	–	0.16%	96
2025 Q3	$287K	Hold	7,500	–	–	0.16%	96
2025 Q2	$278K	Hold	7,500	–	–	0.17%	94
2025 Q1	$263K	Hold	7,500	–	–	0.18%	97
2024 Q4	$267K	Hold	7,500	–	–	0.17%	97
2024 Q3	$263K	Buy	+7,500	New	+$261K	0.18%	98
2024 Q1	$254K	Hold	7,500	–	–	0.19%	99
2023 Q4	$245K	Hold	7,500	–	–	0.21%	95
2023 Q3	$233K	Buy	+7,500	New	+$230K	0.21%	89
2022 Q4	$209K	Buy	+7,500	New	+$207K	0.21%	89

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

Panoramic Investment Advisors's OCTW Position: Q2 2026 in Review

Panoramic Investment Advisors held its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) position steady in Q2 2026 at 7,500 shares worth $307K. The position accounts for 0.15% of the portfolio, ranked #111.

Panoramic Investment Advisors first reported a position in OCTW in Q4 2022 and has held it in 12 quarters since. 81 funds tracked by Wall St. Rank hold OCTW as of Q2 2026.

Panoramic Investment Advisors held 7,500 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $307K as of Q2 2026.
Panoramic Investment Advisors left its AllianzIM U.S. Equity Buffer20 Oct ETF share count unchanged in Q2 2026.
AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.15% of Panoramic Investment Advisors's portfolio in Q2 2026, its #111 holding.
Panoramic Investment Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2022 and has held it in 12 quarters since.
81 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2026.

Based on Panoramic Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.