World Investment Advisors
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World Investment Advisors’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

World Investment Advisors’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
2026
Q2 		$3.63M Buy
88,691
+8,116
+10% +$327K 0.06% 330
2026
Q1 		$3.1M Buy
+80,575
New +$3.15M 0.05% 373

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Kestra Advisory Services
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
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Allianz
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

World Investment Advisors's OCTW Position: Q2 2026 in Review

World Investment Advisors increased its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) stake by 10% in Q2 2026, buying an estimated $327K and bringing the position to 88,691 shares worth $3.63M. The position accounts for 0.06% of the portfolio, ranked #330.

World Investment Advisors first reported a position in OCTW in Q1 2026 and has held it in 2 quarters since. 81 funds tracked by Wall St. Rank hold OCTW as of Q2 2026.

  • World Investment Advisors held 88,691 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $3.63M as of Q2 2026.
  • World Investment Advisors bought 8,116 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q2 2026, an estimated $327K.
  • AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.06% of World Investment Advisors's portfolio in Q2 2026, its #330 holding.
  • World Investment Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q1 2026 and has held it in 2 quarters since.
  • 81 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.