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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.24M	Buy	33,395 +1,481	+5%	+$54.8K	0.74%	55
2025 Q1	$1.12M	Buy	31,914 +2,819	+10%	+$99K	0.72%	59
2024 Q4	$1.03M	Buy	+29,095	New	+$1.03M	0.59%	74