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POM Investment Strategies’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

POM Investment Strategies’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 		$49.4K Sell
1,207
-188,619
-99% -$7.59M 0.06% 95
2026
Q1 		$7.3M Buy
+189,826
New +$7.41M 9.07% 3

Other funds holding OCTW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

POM Investment Strategies's OCTW Position: Q2 2026 in Review

POM Investment Strategies reduced its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) stake by 99% in Q2 2026, selling an estimated $7.59M and leaving 1,207 shares worth $49.4K. The position accounts for 0.06% of the portfolio, ranked #95.

POM Investment Strategies first reported a position in OCTW in Q1 2026 and has held it in 2 quarters since. The position peaked at $7.3M in Q1 2026. 32 funds tracked by Wall St. Rank hold OCTW as of Q2 2026.

  • POM Investment Strategies held 1,207 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $49.4K as of Q2 2026.
  • POM Investment Strategies sold 188,619 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q2 2026, an estimated $7.59M.
  • AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.06% of POM Investment Strategies's portfolio in Q2 2026, its #95 holding.
  • POM Investment Strategies first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q1 2026 and has held it in 2 quarters since.
  • POM Investment Strategies's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $7.3M in Q1 2026.
  • 32 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2026.

Based on POM Investment Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.