Secured Retirement Advisors’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Secured Retirement Advisors’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
2026 Q2	$1.16M	Buy	28,320 +877	+3%	+$35.3K	0.59%	73
2026 Q1	$1.06M	Buy	27,443 +371	+1%	+$14.5K	0.6%	61
2025 Q4	$1.06M	Sell	27,072 -3,787	-12%	-$146K	0.59%	62
2025 Q3	$1.18M	Sell	30,859 -2,536	-8%	-$95.7K	0.66%	61
2025 Q2	$1.24M	Buy	33,395 +1,481	+5%	+$52.6K	0.74%	55
2025 Q1	$1.12M	Buy	31,914 +2,819	+10%	+$101K	0.72%	59
2024 Q4	$1.03M	Buy	+29,095	New	+$1.03M	0.59%	74

Other funds holding OCTW

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return