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

Wealth 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
2025
Q2 		– Sell
-6,911
Closed -$243K – 134
2025
Q1 		$243K Sell
6,911
-940
-12% -$33.6K 0.16% 137
2024
Q4 		$279K Sell
7,851
-2,601
-25% -$92.2K 0.18% 130
2024
Q3 		$367K Hold
10,452
– – 0.25% 98
2024
Q2 		$361K Hold
10,452
– – 0.26% 94
2024
Q1 		$354K Buy
+10,452
New +$348K 0.27% 95

Other funds holding OCTW

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wealth Group's OCTW Position: Q2 2025 in Review

Wealth Group sold out of AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) in Q2 2025, closing a stake of 6,911 shares — an estimated $243K sold.

Wealth Group first reported a position in OCTW in Q1 2024 and held it in 5 quarters. The position peaked at $367K in Q3 2024. 86 funds tracked by Wall St. Rank hold OCTW as of Q2 2025.

  • Wealth Group reported no remaining AllianzIM U.S. Equity Buffer20 Oct ETF position as of Q2 2025 after selling out during the quarter.
  • Wealth Group sold 6,911 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q2 2025, an estimated $243K.
  • Wealth Group first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q1 2024 and held it in 5 quarters.
  • Wealth Group's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $367K in Q3 2024.
  • 86 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2025.

Based on Wealth Group's 13F filing for Q2 2025, filed 19 Aug 2025.