WealthPlan Investment Management’s AllianzIM U.S. Large Cap 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
2025 Q2	$855K	Buy
2025 Q1	$430K	Sell
2024 Q4	$563K	Buy