SMF
OCTU

Sterling Manor Financial’s AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF OCTU Stock Holding History

Sterling Manor Financial’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 		$709K Buy
25,681
+8,798
+52% +$250K 0.44% 20
2025
Q4 		$481K Buy
16,883
+7,335
+77% +$208K 0.3% 22
2025
Q3 		$267K Buy
+9,548
New +$258K 0.17% 29

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

Sterling Manor Financial's OCTU Position: Q1 2026 in Review

Sterling Manor Financial increased its AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) stake by 52% in Q1 2026, buying an estimated $250K and bringing the position to 25,681 shares worth $709K. The position accounts for 0.44% of the portfolio, ranked #20.

Sterling Manor Financial first reported a position in OCTU in Q3 2025 and has held it in 3 quarters since. 41 funds tracked by Wall St. Rank hold OCTU as of Q1 2026.

  • Sterling Manor Financial held 25,681 shares of AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF worth $709K as of Q1 2026.
  • Sterling Manor Financial bought 8,798 AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF shares in Q1 2026, an estimated $250K.
  • AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF made up 0.44% of Sterling Manor Financial's portfolio in Q1 2026, its #20 holding.
  • Sterling Manor Financial first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF in Q3 2025 and has held it in 3 quarters since.
  • 41 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF as of Q1 2026.

Based on Sterling Manor Financial's 13F filing for Q1 2026, filed 13 Apr 2026.