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OCTWOCTW
5 quarters

Position history for MFMerit Financial Group, LLC's holdings in ALLIANZIM U.S. EQUITY BUFFER20 OCT ETF

Merit Financial Group, LLC holds 7,883 shares of OCTW (ALLIANZIM U.S. EQUITY BUFFER20 OCT ETF), worth $322,494 as of 2026-Q2. The position was decreased (-2.6% shares). OCTW represents 0.0% of Merit Financial Group, LLC's portfolio.

Current Value

$322,494

Current Shares

7,883

Total Value Change

-$21,477

Total Shares Change

-1,411

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
7,883
-2.6%
$322,4940.0%$40.91
0
2026-Q1
Decreased
8,096
-6.0%
$311,4530.0%$39.10
0
2025-Q4
Unchanged
8,611
0.0%
$335,8290.0%$39.08
0
2025-Q3
Decreased
8,611
-7.3%
$330,0640.0%$38.31
0
2025-Q2
New
9,294
-
$343,9710.0%$36.99
33

Other major holders of OCTW: LPL Financial LLC, AE Wealth Management LLC

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