Riggs Capital Management’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Riggs Capital 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
2024 Q4	$336K	Buy	+9,436	New	+$334K	0.33%	75

Other funds holding OCTW

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LAS

Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Riggs Capital Management's OCTW Position: Q4 2024 in Review

Riggs Capital Management opened a new position in AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) in Q4 2024: 9,436 shares worth $336K. The stake represents 0.33% of the portfolio and ranks #75 among its holdings.

90 funds tracked by Wall St. Rank hold OCTW as of Q4 2024.

Riggs Capital Management held 9,436 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $336K as of Q4 2024.
AllianzIM U.S. Equity Buffer20 Oct ETF was a new Riggs Capital Management position in Q4 2024.
AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.33% of Riggs Capital Management's portfolio in Q4 2024, its #75 holding.
90 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q4 2024.

Based on Riggs Capital Management's 13F filing for Q4 2024, filed 12 Feb 2025.