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

Tounjian Advisory Partners’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	$41.2K	Buy	+1,007	New	+$40.5K	0.02%	242
2025 Q3	–	Sell	-66,384	Closed	-$2.33M	–	210
2025 Q2	$2.33M	Sell	66,384 -1,932	-3%	-$68.7K	0.45%	65
2025 Q1	$2.4M	Buy	+68,316	New	+$2.44M	0.45%	62

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 22.9% 1-Year Est. Return

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

Tounjian Advisory Partners's OCTW Position: Q2 2026 in Review

Tounjian Advisory Partners opened a new position in AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) in Q2 2026: 1,007 shares worth $41.2K. The stake represents 0.02% of the portfolio and ranks #242 among its holdings. This is a return to the name: Tounjian Advisory Partners previously reported a position in OCTW as recently as Q2 2025.

Tounjian Advisory Partners first reported a position in OCTW in Q1 2025 and has held it in 3 quarters since. The position peaked at $2.4M in Q1 2025. 81 funds tracked by Wall St. Rank hold OCTW as of Q2 2026.

Tounjian Advisory Partners held 1,007 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $41.2K as of Q2 2026.
AllianzIM U.S. Equity Buffer20 Oct ETF was a new Tounjian Advisory Partners position in Q2 2026.
AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.02% of Tounjian Advisory Partners's portfolio in Q2 2026, its #242 holding.
Tounjian Advisory Partners first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q1 2025 and has held it in 3 quarters since.
Tounjian Advisory Partners's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $2.4M in Q1 2025.
81 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2026.

Based on Tounjian Advisory Partners's 13F filing for Q2 2026, filed 7 Aug 2026.