Wealth Group’s AllianzIM U.S. Large Cap 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
2025 Q1	$243K	Sell
2024 Q4	$279K	Sell
2024 Q3	$367K	Hold
2024 Q2	$361K	Hold
2024 Q1	$354K	Buy