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 Q2	–	Sell	-10,612	Closed	-$408K	–	806
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 $445B AUM 25.58% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Quest 10 Wealth Builders's OCTW Position: Q2 2026 in Review

Quest 10 Wealth Builders sold out of AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) in Q2 2026, closing a stake of 10,612 shares — an estimated $408K sold.

Quest 10 Wealth Builders first reported a position in OCTW in Q4 2024 and held it in 5 quarters. The position peaked at $435K in Q4 2025. 81 funds tracked by Wall St. Rank hold OCTW as of Q2 2026.

Quest 10 Wealth Builders reported no remaining AllianzIM U.S. Equity Buffer20 Oct ETF position as of Q2 2026 after selling out during the quarter.
Quest 10 Wealth Builders sold 10,612 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q2 2026, an estimated $408K.
Quest 10 Wealth Builders first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2024 and held it in 5 quarters.
Quest 10 Wealth Builders's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $435K in Q4 2025.
81 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.