Advus Financial Partners, LLC’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Advus Financial Partners, LLC’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	$2.1M	Sell	51,223 -1,217	-2%	-$49K	0.48%	43
2026 Q1	$2.02M	Buy	52,440 +646	+1%	+$25.2K	0.51%	43
2025 Q4	$2.02M	Sell	51,794 -1,354	-3%	-$52.3K	0.49%	40
2025 Q3	$2.04M	Sell	53,148 -1,901	-3%	-$71.7K	0.49%	41
2025 Q2	$2.04M	Sell	55,049 -19,685	-26%	-$700K	0.52%	36
2025 Q1	$2.62M	Buy	74,734 +356	+0.5%	+$12.7K	0.74%	27
2024 Q4	$2.64M	Sell	74,378 -2,219	-3%	-$78.6K	0.74%	28
2024 Q3	$2.69M	Sell	76,597 -4,462	-6%	-$155K	0.77%	27
2024 Q2	$2.8M	Sell	81,059 -2,450	-3%	-$83.5K	0.85%	25
2024 Q1	$2.83M	Hold	83,509	–	–	0.87%	25
2023 Q4	$2.73M	Buy	+83,509	New	+$2.65M	0.94%	22

Other funds holding OCTW

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Advus Financial Partners, LLC's OCTW Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) stake by 2.3% in Q2 2026, selling an estimated $49K and leaving 51,223 shares worth $2.1M. The position accounts for 0.48% of the portfolio, ranked #43.

Advus Financial Partners, LLC first reported a position in OCTW in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.83M in Q1 2024. 81 funds tracked by Wall St. Rank hold OCTW as of Q2 2026.

Advus Financial Partners, LLC held 51,223 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $2.1M as of Q2 2026.
Advus Financial Partners, LLC sold 1,217 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q2 2026, an estimated $49K.
AllianzIM U.S. Equity Buffer20 Oct ETF made up 0.48% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #43 holding.
Advus Financial Partners, LLC first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2023 and has held it in 11 quarters since.
Advus Financial Partners, LLC's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $2.83M in Q1 2024.
81 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.