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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
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 +$22.6K ﹤0.01% 2473