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 Q1	$7.3M	Buy	+189,826	New	+$7.41M	9.07%	3

Other funds holding OCTW

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

POM Investment Strategies's OCTW Position: Q1 2026 in Review

POM Investment Strategies opened a new position in AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) in Q1 2026: 189,826 shares worth $7.3M. The stake represents 9.07% of the portfolio and ranks #3 among its holdings.

100 funds tracked by Wall St. Rank hold OCTW as of Q1 2026.

POM Investment Strategies held 189,826 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $7.3M as of Q1 2026.
AllianzIM U.S. Equity Buffer20 Oct ETF was a new POM Investment Strategies position in Q1 2026.
AllianzIM U.S. Equity Buffer20 Oct ETF made up 9.07% of POM Investment Strategies's portfolio in Q1 2026, its #3 holding.
100 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q1 2026.

Based on POM Investment Strategies's 13F filing for Q1 2026, filed 11 May 2026.