PFGIA
OCTU

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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$241K Sell
7,923
-7,923
-50% -$236K 0.02% 438
2026
Q1 		$437K Buy
15,846
+7,923
+100% +$225K 0.02% 474
2025
Q4 		$225K Buy
7,923
+35
+0.4% +$991 0.03% 452
2025
Q3 		$221K Hold
7,888
– – 0.03% 442
2025
Q2 		$207K Buy
+7,888
New +$197K 0.02% 486

Other funds holding OCTU

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UFF
USA FINANCIAL FORMULAS Ada, Michigan $546M AUM
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Patriot Financial Group Insurance Agency's OCTU Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) stake by 50% in Q2 2026, selling an estimated $236K and leaving 7,923 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #438.

Patriot Financial Group Insurance Agency first reported a position in OCTU in Q2 2025 and has held it in 5 quarters since. The position peaked at $437K in Q1 2026. 18 funds tracked by Wall St. Rank hold OCTU as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 7,923 shares of AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF worth $241K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 7,923 AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF shares in Q2 2026, an estimated $236K.
  • AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF made up 0.02% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #438 holding.
  • Patriot Financial Group Insurance Agency first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF in Q2 2025 and has held it in 5 quarters since.
  • Patriot Financial Group Insurance Agency's AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF position peaked at $437K in Q1 2026.
  • 18 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.