UBS Group
OCTW icon

UBS Group’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

UBS Group’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
Q1 		$3.27K Buy
+85
New +$3.32K ﹤0.01% 9117
2025
Q3 		– Sell
-11,675
Closed -$432K – 10752
2025
Q2 		$432K Buy
11,675
+9,002
+337% +$320K ﹤0.01% 6128
2025
Q1 		$93.9K Buy
2,673
+2,519
+1,636% +$89.9K ﹤0.01% 7089
2024
Q4 		$5.48K Buy
+154
New +$5.46K ﹤0.01% 8657
2024
Q3 		– Sell
-11,055
Closed -$381K – 9909
2024
Q2 		$381K Buy
11,055
+6,704
+154% +$228K ﹤0.01% 5209
2024
Q1 		$147K Buy
4,351
+1,834
+73% +$61.1K ﹤0.01% 6041
2023
Q4 		$82.4K Buy
+2,517
New +$79.9K ﹤0.01% 6289
2023
Q3 		– Sell
-3,266
Closed -$99.4K – 9827
2023
Q2 		$99.4K Buy
3,266
+15
+0.5% +$445 ﹤0.01% 6020
2023
Q1 		$94.7K Buy
3,251
+278
+9% +$7.95K ﹤0.01% 5943
2022
Q4 		$82.7K Buy
+2,973
New +$82.1K ﹤0.01% 6275
2022
Q3 		– Sell
-1,030
Closed -$27K – 10747
2022
Q2 		$27K Buy
+1,030
New +$27.5K ﹤0.01% 6515
2022
Q1 		– Sell
-50
Closed -$1K – 10702
2021
Q4 		$1K Buy
+50
New +$1.37K ﹤0.01% 10007
2021
Q3 		– Sell
-2,612
Closed -$70K – 9915
2021
Q2 		$70K Sell
2,612
-35
-1% -$932 ﹤0.01% 6142
2021
Q1 		$70K Buy
+2,647
New +$69.1K ﹤0.01% 6237

Other funds holding OCTW

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group's OCTW Position: Q1 2026 in Review

UBS Group opened a new position in AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) in Q1 2026: 85 shares worth $3.27K. The stake represents ﹤0.01% of the portfolio and ranks #9117 among its holdings. This is a return to the name: UBS Group previously reported a position in OCTW as recently as Q2 2025.

UBS Group first reported a position in OCTW in Q1 2021 and has held it in 14 quarters since. The position peaked at $432K in Q2 2025. 100 funds tracked by Wall St. Rank hold OCTW as of Q1 2026.

  • UBS Group held 85 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $3.27K as of Q1 2026.
  • AllianzIM U.S. Equity Buffer20 Oct ETF was a new UBS Group position in Q1 2026.
  • AllianzIM U.S. Equity Buffer20 Oct ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9117 holding.
  • UBS Group first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q1 2021 and has held it in 14 quarters since.
  • UBS Group's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $432K in Q2 2025.
  • 100 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q1 2026.

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