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Patriot Financial Group Insurance Agency’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Patriot Financial Group Insurance Agency’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
Q2 		– Sell
-14,650
Closed -$564K – 632
2026
Q1 		$564K Buy
14,650
+7,325
+100% +$286K 0.03% 409
2025
Q4 		$286K Buy
+7,325
New +$283K 0.03% 394

Other funds holding OCTW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
GCP
Guardian Capital (Pennsylvania) Wexford, Pennsylvania $122M AUM
FTEA
Forty-three Eighteen Advisors Bentonville, Arkansas $149M AUM
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
EWM
Elevation Wealth Management Eden Prairie, Minnesota $134M AUM

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

Patriot Financial Group Insurance Agency sold out of AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) in Q2 2026, closing a stake of 14,650 shares — an estimated $564K sold.

Patriot Financial Group Insurance Agency first reported a position in OCTW in Q4 2025 and held it in 2 quarters. The position peaked at $564K in Q1 2026. 52 funds tracked by Wall St. Rank hold OCTW as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining AllianzIM U.S. Equity Buffer20 Oct ETF position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 14,650 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q2 2026, an estimated $564K.
  • Patriot Financial Group Insurance Agency first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2025 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $564K in Q1 2026.
  • 52 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2026.

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