Quest 10 Wealth Builders’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Quest 10 Wealth Builders’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	$408K	Sell	10,612 -549	-5%	-$21.4K	0.36%	65
2025 Q4	$435K	Buy	+11,161	New	+$431K	0.39%	65
2025 Q3	–	Sell	-8,251	Closed	-$305K	–	898
2025 Q2	$305K	Buy	8,251 +2,201	+36%	+$78.2K	0.3%	67
2025 Q1	$212K	Buy	6,050 +3,254	+116%	+$116K	0.23%	88
2024 Q4	$99.4K	Buy	+2,796	New	+$99.1K	0.1%	133

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 $71.6B AUM 21.08% 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 $26.4B AUM 21.05% 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

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

Quest 10 Wealth Builders reduced its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) stake by 4.9% in Q1 2026, selling an estimated $21.4K and leaving 10,612 shares worth $408K. The position accounts for 0.36% of the portfolio, ranked #65.

Quest 10 Wealth Builders first reported a position in OCTW in Q4 2024 and has held it in 5 quarters since. The position peaked at $435K in Q4 2025. 99 funds tracked by Wall St. Rank hold OCTW as of Q1 2026.

Quest 10 Wealth Builders held 10,612 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $408K as of Q1 2026.
Quest 10 Wealth Builders sold 549 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q1 2026, an estimated $21.4K.
AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.36% of Quest 10 Wealth Builders's portfolio in Q1 2026, its #65 holding.
Quest 10 Wealth Builders first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2024 and has held it in 5 quarters since.
Quest 10 Wealth Builders's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $435K in Q4 2025.
99 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q1 2026.

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