Q1WB
OCTU

Quest 10 Wealth Builders’s AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF OCTU Stock Holding History

Quest 10 Wealth Builders’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
Q1 		$80.2K Buy
2,906
+85
+3% +$2.41K 0.07% 161
2025
Q4 		$80.3K Sell
2,821
-10
-0.4% -$283 0.07% 149
2025
Q3 		$79.2K Sell
2,831
-573
-17% -$15.5K 0.07% 140
2025
Q2 		$89.4K Buy
+3,404
New +$85.1K 0.09% 134

Other funds holding OCTU

A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Quest 10 Wealth Builders's OCTU Position: Q1 2026 in Review

Quest 10 Wealth Builders increased its AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) stake by 3% in Q1 2026, buying an estimated $2.41K and bringing the position to 2,906 shares worth $80.2K. The position accounts for 0.07% of the portfolio, ranked #161.

Quest 10 Wealth Builders first reported a position in OCTU in Q2 2025 and has held it in 4 quarters since. The position peaked at $89.4K in Q2 2025. 41 funds tracked by Wall St. Rank hold OCTU as of Q1 2026.

  • Quest 10 Wealth Builders held 2,906 shares of AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF worth $80.2K as of Q1 2026.
  • Quest 10 Wealth Builders bought 85 AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF shares in Q1 2026, an estimated $2.41K.
  • AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF made up 0.07% of Quest 10 Wealth Builders's portfolio in Q1 2026, its #161 holding.
  • Quest 10 Wealth Builders first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF in Q2 2025 and has held it in 4 quarters since.
  • Quest 10 Wealth Builders's AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF position peaked at $89.4K in Q2 2025.
  • 41 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF as of Q1 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q1 2026, filed 6 May 2026.