RWPA
OCTU

Richard W. Paul & Associates’s AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF OCTU Stock Holding History

Richard W. Paul & Associates’s Portfolio OCTU Stock Details OCTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-32
Closed -$841 – 353
2025
Q2 		$841 Buy
+32
New +$800 ﹤0.01% 328

Other funds holding OCTU

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
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
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Richard W. Paul & Associates's OCTU Position: Q3 2025 in Review

Richard W. Paul & Associates sold out of AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) in Q3 2025, closing a stake of 32 shares — an estimated $841 sold.

Richard W. Paul & Associates first reported a position in OCTU in Q2 2025 and held it in 1 quarter. The position peaked at $841 in Q2 2025. 27 funds tracked by Wall St. Rank hold OCTU as of Q3 2025.

  • Richard W. Paul & Associates reported no remaining AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF position as of Q3 2025 after selling out during the quarter.
  • Richard W. Paul & Associates sold 32 AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF shares in Q3 2025, an estimated $841.
  • Richard W. Paul & Associates first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF in Q2 2025 and held it in 1 quarter.
  • Richard W. Paul & Associates's AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF position peaked at $841 in Q2 2025.
  • 27 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF as of Q3 2025.

Based on Richard W. Paul & Associates's 13F filing for Q3 2025, filed 13 Nov 2025.