Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Steward Partners Investment Advisory’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
Q1 		– Sell
-649
Closed -$25.3K – 4526
2025
Q4 		$25.3K Hold
649
– – ﹤0.01% 3042
2025
Q3 		$24.9K Sell
649
-6
-0.9% -$226 ﹤0.01% 2988
2025
Q2 		$24.2K Hold
655
– – ﹤0.01% 2829
2025
Q1 		$23K Hold
655
– – ﹤0.01% 2746
2024
Q4 		$23.3K Hold
655
– – ﹤0.01% 2710
2024
Q3 		$23K Hold
655
– – ﹤0.01% 2601
2024
Q2 		$22.6K Buy
+655
New +$22.3K ﹤0.01% 2473

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Raymond James Financial
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AFS
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Kestra Advisory Services
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MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 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

Steward Partners Investment Advisory's OCTW Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) in Q1 2026, closing a stake of 649 shares — an estimated $25.3K sold.

Steward Partners Investment Advisory first reported a position in OCTW in Q2 2024 and held it in 7 quarters. The position peaked at $25.3K in Q4 2025. 100 funds tracked by Wall St. Rank hold OCTW as of Q1 2026.

  • Steward Partners Investment Advisory reported no remaining AllianzIM U.S. Equity Buffer20 Oct ETF position as of Q1 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 649 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q1 2026, an estimated $25.3K.
  • Steward Partners Investment Advisory first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q2 2024 and held it in 7 quarters.
  • Steward Partners Investment Advisory's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $25.3K in Q4 2025.
  • 100 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.