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 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

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

SRA

Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Spire Wealth Management's OCTW Position: Q2 2026 in Review

Spire Wealth Management reduced its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) stake by 4.4% in Q2 2026, selling an estimated $140K and leaving 75,586 shares worth $3.09M. The position accounts for 0.09% of the portfolio, ranked #194.

Spire Wealth Management first reported a position in OCTW in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.27M in Q4 2025. 12 funds tracked by Wall St. Rank hold OCTW as of Q2 2026.

Spire Wealth Management held 75,586 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $3.09M as of Q2 2026.
Spire Wealth Management sold 3,480 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q2 2026, an estimated $140K.
AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.09% of Spire Wealth Management's portfolio in Q2 2026, its #194 holding.
Spire Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2023 and has held it in 11 quarters since.
Spire Wealth Management's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $3.27M in Q4 2025.
12 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.