PSFG
OCTU

Park Square Financial Group’s AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF OCTU Stock Holding History

Park Square Financial Group’s Portfolio OCTU Stock Details OCTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-412
Closed -$10.8K – 1013
2025
Q2 		$10.8K Buy
+412
New +$10.3K 0.01% 577

Other funds holding OCTU

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Park Square Financial Group's OCTU Position: Q3 2025 in Review

Park Square Financial Group sold out of AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) in Q3 2025, closing a stake of 412 shares — an estimated $10.8K sold.

Park Square Financial Group first reported a position in OCTU in Q2 2025 and held it in 1 quarter. The position peaked at $10.8K in Q2 2025. 27 funds tracked by Wall St. Rank hold OCTU as of Q3 2025.

  • Park Square Financial Group reported no remaining AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 412 AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF shares in Q3 2025, an estimated $10.8K.
  • Park Square Financial Group first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF in Q2 2025 and held it in 1 quarter.
  • Park Square Financial Group's AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF position peaked at $10.8K in Q2 2025.
  • 27 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.