SC
OCTU

Savant Capital’s AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF OCTU Stock Holding History

Savant Capital’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
2026
Q1 		$1.19M Sell
43,259
-434
-1% -$12.3K 0.01% 563
2025
Q4 		$1.24M Sell
43,693
-16
-0% -$453 0.01% 519
2025
Q3 		$1.22M Sell
43,709
-16
-0% -$432 0.01% 506
2025
Q2 		$1.15M Buy
43,725
+33,591
+331% +$840K 0.01% 482
2025
Q1 		$250K Sell
10,134
-9,718
-49% -$247K ﹤0.01% 912
2024
Q4 		$503K Buy
+19,852
New +$506K ﹤0.01% 890

Other funds holding OCTU

A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return

Savant Capital's OCTU Position: Q1 2026 in Review

Savant Capital reduced its AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) stake by 0.99% in Q1 2026, selling an estimated $12.3K and leaving 43,259 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #563.

Savant Capital first reported a position in OCTU in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.24M in Q4 2025. 41 funds tracked by Wall St. Rank hold OCTU as of Q1 2026.

  • Savant Capital held 43,259 shares of AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF worth $1.19M as of Q1 2026.
  • Savant Capital sold 434 AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF shares in Q1 2026, an estimated $12.3K.
  • AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF made up 0.01% of Savant Capital's portfolio in Q1 2026, its #563 holding.
  • Savant Capital first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF in Q4 2024 and has held it in 6 quarters since.
  • Savant Capital's AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF position peaked at $1.24M in Q4 2025.
  • 41 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.