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Red Crane Wealth Management’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Red Crane Wealth Management’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
2025
Q2 		– Sell
-17,825
Closed -$626K – 67
2025
Q1 		$626K Sell
17,825
-1,485
-8% -$53K 0.6% 40
2024
Q4 		$687K Buy
+19,310
New +$684K 0.65% 37

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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
Envestnet Asset Management
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KAS
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Red Crane Wealth Management's OCTW Position: Q2 2025 in Review

Red Crane Wealth Management sold out of AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) in Q2 2025, closing a stake of 17,825 shares — an estimated $626K sold.

Red Crane Wealth Management first reported a position in OCTW in Q4 2024 and held it in 2 quarters. The position peaked at $687K in Q4 2024. 86 funds tracked by Wall St. Rank hold OCTW as of Q2 2025.

  • Red Crane Wealth Management reported no remaining AllianzIM U.S. Equity Buffer20 Oct ETF position as of Q2 2025 after selling out during the quarter.
  • Red Crane Wealth Management sold 17,825 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q2 2025, an estimated $626K.
  • Red Crane Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2024 and held it in 2 quarters.
  • Red Crane Wealth Management's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $687K in Q4 2024.
  • 86 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2025.

Based on Red Crane Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.