Richard W. Paul & Associates’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Richard W. Paul & Associates’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 Q3	–	Sell	-153	Closed	-$5.66K	–	331
2025 Q2	$5.66K	Hold	153	–	–	﹤0.01%	264
2025 Q1	$5.37K	Hold	153	–	–	﹤0.01%	259
2024 Q4	$5.44K	Buy	+153	New	+$5.42K	﹤0.01%	348

Other funds holding OCTW

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

Richard W. Paul & Associates sold out of AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) in Q3 2025, closing a stake of 153 shares — an estimated $5.66K sold.

Richard W. Paul & Associates first reported a position in OCTW in Q4 2024 and held it in 3 quarters. The position peaked at $5.66K in Q2 2025. 57 funds tracked by Wall St. Rank hold OCTW as of Q3 2025.

Richard W. Paul & Associates reported no remaining AllianzIM U.S. Equity Buffer20 Oct ETF position as of Q3 2025 after selling out during the quarter.
Richard W. Paul & Associates sold 153 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q3 2025, an estimated $5.66K.
Richard W. Paul & Associates first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2024 and held it in 3 quarters.
Richard W. Paul & Associates's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $5.66K in Q2 2025.
57 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q3 2025.

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