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WealthPLAN Partners’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

WealthPLAN Partners’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
-8,291
Closed -$307K – 262
2025
Q2 		$307K Sell
8,291
-11,389
-58% -$405K 0.05% 215
2025
Q1 		$691K Sell
19,680
-177
-0.9% -$6.32K 0.1% 148
2024
Q4 		$706K Buy
+19,857
New +$704K 0.1% 142

Other funds holding OCTW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $369B AUM 28.27% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

WealthPLAN Partners's OCTW Position: Q3 2025 in Review

WealthPLAN Partners sold out of AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) in Q3 2025, closing a stake of 8,291 shares — an estimated $307K sold.

WealthPLAN Partners first reported a position in OCTW in Q4 2024 and held it in 3 quarters. The position peaked at $706K in Q4 2024. 58 funds tracked by Wall St. Rank hold OCTW as of Q3 2025.

  • WealthPLAN Partners reported no remaining AllianzIM U.S. Equity Buffer20 Oct ETF position as of Q3 2025 after selling out during the quarter.
  • WealthPLAN Partners sold 8,291 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q3 2025, an estimated $307K.
  • WealthPLAN Partners first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2024 and held it in 3 quarters.
  • WealthPLAN Partners's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $706K in Q4 2024.
  • 58 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q3 2025.

Based on WealthPLAN Partners's 13F filing for Q3 2025, filed 27 Oct 2025.