Panoramic Investment Advisors’s AllianzIM U.S. Large Cap Buffer20 Oct ETF OCTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | +$263K | 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 | +$233K | 0.21% | 89 |
|
|
2022
Q4 | $209K | Buy |
+7,500
| New | +$209K | 0.21% | 89 |
|