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

Spire Wealth Management’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 Q3	$2.58M	Sell	61,506 -14,080	-19%	-$584K	0.08%	222
2026 Q2	$3.09M	Sell	75,586 -3,480	-4%	-$140K	0.09%	194
2026 Q1	$3.04M	Sell	79,066 -4,750	-6%	-$185K	0.1%	182
2025 Q4	$3.27M	Buy	83,816 +65,463	+357%	+$2.53M	0.11%	170
2025 Q3	$703K	Hold	18,353	–	–	0.02%	449
2025 Q2	$679K	Hold	18,353	–	–	0.02%	447
2025 Q1	$645K	Sell	18,353 -3,958	-18%	-$141K	0.02%	506
2024 Q4	$793K	Buy	22,311 +16,779	+303%	+$595K	0.02%	444
2024 Q3	$194K	Hold	5,532	–	–	0.01%	732
2024 Q2	$191K	Sell	5,532 -7,677	-58%	-$262K	0.01%	731
2024 Q1	$447K	Sell	13,209 -1	-0%	-$33	0.01%	548
2023 Q4	$436K	Buy	+13,210	New	+$419K	0.01%	545

Other funds holding OCTW

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Guardian Capital (Pennsylvania) Wexford, Pennsylvania $132M AUM 27.32% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Elevation Wealth Management Eden Prairie, Minnesota $148M AUM 25.29% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Long Island Wealth Management Melville, New York $256M AUM 12.83% 1-Year Est. Return

AFP

Advus Financial Partners Winter Park, Florida $355M AUM 12.67% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Spire Wealth Management's OCTW Position: Q3 2026 in Review

Spire Wealth Management reduced its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) stake by 19% in Q3 2026, selling an estimated $584K and leaving 61,506 shares worth $2.58M. The position accounts for 0.08% of the portfolio, ranked #222.

Spire Wealth Management first reported a position in OCTW in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.27M in Q4 2025. 48 funds tracked by Wall St. Rank hold OCTW as of Q3 2026.

Spire Wealth Management held 61,506 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $2.58M as of Q3 2026.
Spire Wealth Management sold 14,080 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q3 2026, an estimated $584K.
AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.08% of Spire Wealth Management's portfolio in Q3 2026, its #222 holding.
Spire Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2023 and has held it in 12 quarters since.
Spire Wealth Management's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $3.27M in Q4 2025.
48 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.