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
Q2 		$1.32M Hold
43,259
– – ﹤0.01% 768
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 $9.48B AUM 23.58% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Savant Capital's OCTU Position: Q2 2026 in Review

Savant Capital held its AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) position steady in Q2 2026 at 43,259 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #768.

Savant Capital first reported a position in OCTU in Q4 2024 and has held it in 7 quarters since. 36 funds tracked by Wall St. Rank hold OCTU as of Q2 2026.

  • Savant Capital held 43,259 shares of AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF worth $1.32M as of Q2 2026.
  • Savant Capital left its AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF share count unchanged in Q2 2026.
  • AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #768 holding.
  • Savant Capital first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF in Q4 2024 and has held it in 7 quarters since.
  • 36 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.