SFGM
OCTU

Stonebridge Financial Group (Missouri)’s AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF OCTU Stock Holding History

Stonebridge Financial Group (Missouri)’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 		– Sell
-13,136
Closed -$374K – 177
2025
Q4 		$374K Buy
+13,136
New +$372K 0.32% 80

Other funds holding OCTU

A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Stonebridge Financial Group (Missouri)'s OCTU Position: Q1 2026 in Review

Stonebridge Financial Group (Missouri) sold out of AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) in Q1 2026, closing a stake of 13,136 shares — an estimated $374K sold.

Stonebridge Financial Group (Missouri) first reported a position in OCTU in Q4 2025 and held it in 1 quarter. The position peaked at $374K in Q4 2025. 41 funds tracked by Wall St. Rank hold OCTU as of Q1 2026.

  • Stonebridge Financial Group (Missouri) reported no remaining AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF position as of Q1 2026 after selling out during the quarter.
  • Stonebridge Financial Group (Missouri) sold 13,136 AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF shares in Q1 2026, an estimated $374K.
  • Stonebridge Financial Group (Missouri) first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF in Q4 2025 and held it in 1 quarter.
  • Stonebridge Financial Group (Missouri)'s AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF position peaked at $374K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF as of Q1 2026.

Based on Stonebridge Financial Group (Missouri)'s 13F filing for Q1 2026, filed 17 Apr 2026.