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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

AIM

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

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

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Secured Retirement Advisors's OCTW Position: Q2 2026 in Review

Secured Retirement Advisors increased its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) stake by 3.2% in Q2 2026, buying an estimated $35.3K and bringing the position to 28,320 shares worth $1.16M. The position accounts for 0.59% of the portfolio, ranked #73.

Secured Retirement Advisors first reported a position in OCTW in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.24M in Q2 2025. 81 funds tracked by Wall St. Rank hold OCTW as of Q2 2026.

Secured Retirement Advisors held 28,320 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $1.16M as of Q2 2026.
Secured Retirement Advisors bought 877 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q2 2026, an estimated $35.3K.
AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.59% of Secured Retirement Advisors's portfolio in Q2 2026, its #73 holding.
Secured Retirement Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2024 and has held it in 7 quarters since.
Secured Retirement Advisors's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $1.24M in Q2 2025.
81 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.