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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
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

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Raymond James Financial
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KAS
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CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Tounjian Advisory Partners's OCTW Position: Q3 2025 in Review

Tounjian Advisory Partners sold out of AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) in Q3 2025, closing a stake of 66,384 shares — an estimated $2.33M sold.

Tounjian Advisory Partners first reported a position in OCTW in Q1 2025 and held it in 2 quarters. The position peaked at $2.4M in Q1 2025. 57 funds tracked by Wall St. Rank hold OCTW as of Q3 2025.

  • Tounjian Advisory Partners reported no remaining AllianzIM U.S. Equity Buffer20 Oct ETF position as of Q3 2025 after selling out during the quarter.
  • Tounjian Advisory Partners sold 66,384 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q3 2025, an estimated $2.33M.
  • Tounjian Advisory Partners first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q1 2025 and held it in 2 quarters.
  • Tounjian Advisory Partners's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $2.4M in Q1 2025.
  • 57 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q3 2025.

Based on Tounjian Advisory Partners's 13F filing for Q3 2025, filed 12 Nov 2025.