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 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 $377B AUM 19.32% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Panoramic Investment Advisors's OCTW Position: Q1 2026 in Review

Panoramic Investment Advisors held its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) position steady in Q1 2026 at 7,500 shares worth $289K. The position accounts for 0.16% of the portfolio, ranked #101.

Panoramic Investment Advisors first reported a position in OCTW in Q4 2022 and has held it in 11 quarters since. The position peaked at $293K in Q4 2025. 99 funds tracked by Wall St. Rank hold OCTW as of Q1 2026.

Panoramic Investment Advisors held 7,500 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $289K as of Q1 2026.
Panoramic Investment Advisors left its AllianzIM U.S. Equity Buffer20 Oct ETF share count unchanged in Q1 2026.
AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.16% of Panoramic Investment Advisors's portfolio in Q1 2026, its #101 holding.
Panoramic Investment Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2022 and has held it in 11 quarters since.
Panoramic Investment Advisors's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $293K in Q4 2025.
99 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.