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
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 $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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial's OCTW Position: Q1 2026 in Review

Raymond James Financial increased its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) stake by 6.5% in Q1 2026, buying an estimated $1.12M and bringing the position to 467,490 shares worth $18M. The position accounts for 0.01% of the portfolio, ranked #1553.

Raymond James Financial first reported a position in OCTW in Q4 2024 and has held it in 6 quarters since. 99 funds tracked by Wall St. Rank hold OCTW as of Q1 2026.

  • Raymond James Financial held 467,490 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $18M as of Q1 2026.
  • Raymond James Financial bought 28,670 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q1 2026, an estimated $1.12M.
  • AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1553 holding.
  • Raymond James Financial first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2024 and has held it in 6 quarters since.
  • 99 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.