UFF
OCTU

USA FINANCIAL FORMULAS’s AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF OCTU Stock Holding History

USA FINANCIAL FORMULAS’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
Q2 		$2.36M Buy
+77,505
New +$2.3M 0.43% 20

Other funds holding OCTU

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

USA FINANCIAL FORMULAS's OCTU Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) in Q2 2026: 77,505 shares worth $2.36M. The stake represents 0.43% of the portfolio and ranks #20 among its holdings.

15 funds tracked by Wall St. Rank hold OCTU as of Q2 2026.

  • USA FINANCIAL FORMULAS held 77,505 shares of AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF worth $2.36M as of Q2 2026.
  • AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF was a new USA FINANCIAL FORMULAS position in Q2 2026.
  • AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF made up 0.43% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #20 holding.
  • 15 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.