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

RIA Advisory 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
2026 Q2	$225K	Hold	5,500	–	–	0.05%	136
2026 Q1	$212K	Hold	5,500	–	–	0.05%	134
2025 Q4	$215K	Hold	5,500	–	–	0.05%	134
2025 Q3	$211K	Hold	5,500	–	–	0.05%	142
2025 Q2	$204K	Buy	+5,500	New	+$196K	0.06%	127
2025 Q1	–	Sell	-5,687	Closed	-$202K	–	156
2024 Q4	$202K	Buy	+5,687	New	+$202K	0.07%	132

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

RIA Advisory Group's OCTW Position: Q2 2026 in Review

RIA Advisory Group held its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) position steady in Q2 2026 at 5,500 shares worth $225K. The position accounts for 0.05% of the portfolio, ranked #136.

RIA Advisory Group first reported a position in OCTW in Q4 2024 and has held it in 6 quarters since. 81 funds tracked by Wall St. Rank hold OCTW as of Q2 2026.

RIA Advisory Group held 5,500 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $225K as of Q2 2026.
RIA Advisory Group left its AllianzIM U.S. Equity Buffer20 Oct ETF share count unchanged in Q2 2026.
AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.05% of RIA Advisory Group's portfolio in Q2 2026, its #136 holding.
RIA Advisory Group first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2024 and has held it in 6 quarters since.
81 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.