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Retirement Group’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Retirement Group’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
2022
Q3 		– Sell
-20
Closed -$1K – 710
2022
Q2 		$1K Hold
20
– – ﹤0.01% 696
2022
Q1 		$1K Buy
+20
New +$545 ﹤0.01% 697

Other funds holding OCTW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Retirement Group's OCTW Position: Q3 2022 in Review

Retirement Group sold out of AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) in Q3 2022, closing a stake of 20 shares — an estimated $1K sold.

Retirement Group first reported a position in OCTW in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q2 2022. 24 funds tracked by Wall St. Rank hold OCTW as of Q3 2022.

  • Retirement Group reported no remaining AllianzIM U.S. Equity Buffer20 Oct ETF position as of Q3 2022 after selling out during the quarter.
  • Retirement Group sold 20 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q3 2022, an estimated $1K.
  • Retirement Group first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q1 2022 and held it in 2 quarters.
  • Retirement Group's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $1K in Q2 2022.
  • 24 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q3 2022.

Based on Retirement Group's 13F filing for Q3 2022, filed 14 Nov 2022.