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

SMART 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
Q2 		– Sell
-47,946
Closed -$1.84M – 243
2026
Q1 		$1.84M Buy
47,946
+5,704
+14% +$223K 0.54% 67
2025
Q4 		$1.65M Buy
+42,242
New +$1.63M 0.5% 72
2025
Q3 		– Sell
-29,345
Closed -$1.09M – 170
2025
Q2 		$1.09M Buy
29,345
+820
+3% +$29.1K 0.34% 81
2025
Q1 		$1M Sell
28,525
-1,882
-6% -$67.2K 0.36% 72
2024
Q4 		$1.08M Buy
+30,407
New +$1.08M 0.38% 70

Other funds holding OCTW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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
CF
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

SMART Wealth's OCTW Position: Q2 2026 in Review

SMART Wealth sold out of AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) in Q2 2026, closing a stake of 47,946 shares — an estimated $1.84M sold.

SMART Wealth first reported a position in OCTW in Q4 2024 and held it in 5 quarters. The position peaked at $1.84M in Q1 2026. 81 funds tracked by Wall St. Rank hold OCTW as of Q2 2026.

  • SMART Wealth reported no remaining AllianzIM U.S. Equity Buffer20 Oct ETF position as of Q2 2026 after selling out during the quarter.
  • SMART Wealth sold 47,946 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q2 2026, an estimated $1.84M.
  • SMART Wealth first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2024 and held it in 5 quarters.
  • SMART Wealth's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $1.84M in Q1 2026.
  • 81 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2026.

Based on SMART Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.