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Stephens Inc’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Stephens Inc’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
2021
Q1 		– Sell
-13,275
Closed -$345K – 1337
2020
Q4 		$345K Buy
+13,275
New +$339K 0.01% 885

Other funds holding OCTW

AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
DI
Disciplined Investments Tulsa, Oklahoma $279M AUM 18.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Stephens Inc's OCTW Position: Q1 2021 in Review

Stephens Inc sold out of AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) in Q1 2021, closing a stake of 13,275 shares — an estimated $345K sold.

Stephens Inc first reported a position in OCTW in Q4 2020 and held it in 1 quarter. The position peaked at $345K in Q4 2020. 6 funds tracked by Wall St. Rank hold OCTW as of Q1 2021.

  • Stephens Inc reported no remaining AllianzIM U.S. Equity Buffer20 Oct ETF position as of Q1 2021 after selling out during the quarter.
  • Stephens Inc sold 13,275 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q1 2021, an estimated $345K.
  • Stephens Inc first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2020 and held it in 1 quarter.
  • Stephens Inc's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $345K in Q4 2020.
  • 6 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q1 2021.

Based on Stephens Inc's 13F filing for Q1 2021, filed 14 May 2021.