Patriot Financial Group Insurance Agency’s AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF OCTU Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio OCTU Stock Details OCTU Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$437K	Buy
2025 Q4	$225K	Buy
2025 Q3	$221K	Hold
2025 Q2	$207K	Buy