Raymond James Financial
OCTW icon

Raymond James Financial’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Raymond James Financial’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 		$20.8M Buy
508,418
+40,928
+9% +$1.65M 0.01% 1533
2026
Q1 		$18M Buy
467,490
+28,670
+7% +$1.12M 0.01% 1553
2025
Q4 		$17.1M Buy
438,820
+19,832
+5% +$766K 0.01% 1554
2025
Q3 		$16.1M Buy
418,988
+71,654
+21% +$2.7M 0.01% 1562
2025
Q2 		$12.9M Buy
347,334
+8,288
+2% +$295K ﹤0.01% 1689
2025
Q1 		$11.9M Buy
339,046
+24,084
+8% +$860K ﹤0.01% 1677
2024
Q4 		$11.2M Buy
+314,962
New +$11.2M ﹤0.01% 1767

Other funds holding OCTW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
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
CF
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
GCP
Guardian Capital (Pennsylvania) Wexford, Pennsylvania $122M AUM

Raymond James Financial's OCTW Position: Q2 2026 in Review

Raymond James Financial increased its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) stake by 8.8% in Q2 2026, buying an estimated $1.65M and bringing the position to 508,418 shares worth $20.8M. The position accounts for 0.01% of the portfolio, ranked #1533.

Raymond James Financial first reported a position in OCTW in Q4 2024 and has held it in 7 quarters since. 81 funds tracked by Wall St. Rank hold OCTW as of Q2 2026.

  • Raymond James Financial held 508,418 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $20.8M as of Q2 2026.
  • Raymond James Financial bought 40,928 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q2 2026, an estimated $1.65M.
  • AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1533 holding.
  • Raymond James Financial first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2024 and has held it in 7 quarters since.
  • 81 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.