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Signal Advisors Wealth’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Signal Advisors Wealth’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
Q1 		– Sell
-6,820
Closed -$266K – 615
2025
Q4 		$266K Sell
6,820
-7,488
-52% -$289K 0.02% 430
2025
Q3 		$548K Sell
14,308
-8,517
-37% -$321K 0.05% 256
2025
Q2 		$845K Buy
22,825
+15,936
+231% +$566K 0.07% 232
2025
Q1 		$242K Buy
+6,889
New +$246K 0.02% 395

Other funds holding OCTW

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Signal Advisors Wealth's OCTW Position: Q1 2026 in Review

Signal Advisors Wealth sold out of AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) in Q1 2026, closing a stake of 6,820 shares — an estimated $266K sold.

Signal Advisors Wealth first reported a position in OCTW in Q1 2025 and held it in 4 quarters. The position peaked at $845K in Q2 2025. 100 funds tracked by Wall St. Rank hold OCTW as of Q1 2026.

  • Signal Advisors Wealth reported no remaining AllianzIM U.S. Equity Buffer20 Oct ETF position as of Q1 2026 after selling out during the quarter.
  • Signal Advisors Wealth sold 6,820 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q1 2026, an estimated $266K.
  • Signal Advisors Wealth first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q1 2025 and held it in 4 quarters.
  • Signal Advisors Wealth's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $845K in Q2 2025.
  • 100 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q1 2026.

Based on Signal Advisors Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.