SW
OCTU

SMART Wealth’s AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF OCTU Stock Holding History

SMART Wealth’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
Q1 		$284K Sell
10,293
-1,298
-11% -$36.8K 0.08% 171
2025
Q4 		$330K Buy
+11,591
New +$328K 0.1% 140
2025
Q3 		– Sell
-13,104
Closed -$344K – 191
2025
Q2 		$344K Buy
+13,104
New +$328K 0.11% 128

Other funds holding OCTU

A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SMART Wealth's OCTU Position: Q1 2026 in Review

SMART Wealth reduced its AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) stake by 11% in Q1 2026, selling an estimated $36.8K and leaving 10,293 shares worth $284K. The position accounts for 0.08% of the portfolio, ranked #171.

SMART Wealth first reported a position in OCTU in Q2 2025 and has held it in 3 quarters since. The position peaked at $344K in Q2 2025. 41 funds tracked by Wall St. Rank hold OCTU as of Q1 2026.

  • SMART Wealth held 10,293 shares of AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF worth $284K as of Q1 2026.
  • SMART Wealth sold 1,298 AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF shares in Q1 2026, an estimated $36.8K.
  • AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF made up 0.08% of SMART Wealth's portfolio in Q1 2026, its #171 holding.
  • SMART Wealth first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF in Q2 2025 and has held it in 3 quarters since.
  • SMART Wealth's AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF position peaked at $344K in Q2 2025.
  • 41 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.