Summit Financial’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Summit Financial’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 Q2	$1.06M	Buy	+25,940	New	+$1.04M	0.01%	828

Other funds holding OCTW

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Summit Financial's OCTW Position: Q2 2026 in Review

Summit Financial opened a new position in AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) in Q2 2026: 25,940 shares worth $1.06M. The stake represents 0.01% of the portfolio and ranks #828 among its holdings.

81 funds tracked by Wall St. Rank hold OCTW as of Q2 2026.

Summit Financial held 25,940 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $1.06M as of Q2 2026.
AllianzIM U.S. Equity Buffer20 Oct ETF was a new Summit Financial position in Q2 2026.
AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #828 holding.
81 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.