UBS Group
OCTU

UBS Group’s AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF OCTU Stock Holding History

UBS Group’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 		$9.36K Buy
339
+261
+335% +$7.41K ﹤0.01% 8444
2025
Q4 		$2.22K Buy
78
+73
+1,460% +$2.07K ﹤0.01% 9352
2025
Q3 		$140 Buy
5
+2
+67% +$54 ﹤0.01% 9873
2025
Q2 		$79 Sell
3
-197
-99% -$4.93K ﹤0.01% 10021
2025
Q1 		$4.93K Buy
+200
New +$5.08K ﹤0.01% 9047

Other funds holding OCTU

A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group's OCTU Position: Q1 2026 in Review

UBS Group increased its AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) stake by 335% in Q1 2026, buying an estimated $7.41K and bringing the position to 339 shares worth $9.36K. The position accounts for ﹤0.01% of the portfolio, ranked #8444.

UBS Group first reported a position in OCTU in Q1 2025 and has held it in 5 quarters since. 41 funds tracked by Wall St. Rank hold OCTU as of Q1 2026.

  • UBS Group held 339 shares of AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF worth $9.36K as of Q1 2026.
  • UBS Group bought 261 AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF shares in Q1 2026, an estimated $7.41K.
  • AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8444 holding.
  • UBS Group first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF in Q1 2025 and has held it in 5 quarters since.
  • 41 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.