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WealthPlan Investment Management’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

WealthPlan Investment Management’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
Q3 		– Sell
-23,098
Closed -$855K – 356
2025
Q2 		$855K Buy
23,098
+10,860
+89% +$386K 0.06% 189
2025
Q1 		$430K Sell
12,238
-3,595
-23% -$128K 0.04% 186
2024
Q4 		$563K Buy
+15,833
New +$561K 0.06% 159

Other funds holding OCTW

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

WealthPlan Investment Management's OCTW Position: Q3 2025 in Review

WealthPlan Investment Management sold out of AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) in Q3 2025, closing a stake of 23,098 shares — an estimated $855K sold.

WealthPlan Investment Management first reported a position in OCTW in Q4 2024 and held it in 3 quarters. The position peaked at $855K in Q2 2025. 57 funds tracked by Wall St. Rank hold OCTW as of Q3 2025.

  • WealthPlan Investment Management reported no remaining AllianzIM U.S. Equity Buffer20 Oct ETF position as of Q3 2025 after selling out during the quarter.
  • WealthPlan Investment Management sold 23,098 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q3 2025, an estimated $855K.
  • WealthPlan Investment Management first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2024 and held it in 3 quarters.
  • WealthPlan Investment Management's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $855K in Q2 2025.
  • 57 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q3 2025.

Based on WealthPlan Investment Management's 13F filing for Q3 2025, filed 27 Oct 2025.