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OCTUOCTU
6 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED OCT ETF

Yes. AE Wealth Management holds 47,990 shares of OCTU (Allianzim U.S. Equity BUFFER15 Uncapped Oct ETF), worth $1.5M, as of its Q2 2026 13F filing. It reduced the position by 100,023 shares (-67.6%) from Q1 2026. AE Wealth Management has held OCTU since Q1 2025, across 6 quarterly 13F filings.

Current Value

$1.5M

Current Shares

47,990

Total Value Change

+$1.5M

Total Shares Change

+47,878

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
47,990
-67.6%
$1.5M0.0%$30.42
0
2026-Q1
Increased
148,013
+0.5%
$4.1M0.0%$27.61
27
2025-Q4
Decreased
147,352
-0.8%
$4.2M0.0%$28.46
0
2025-Q3
Decreased
148,515
-53.8%
$4.2M0.0%$27.99
0
2025-Q2
Increased
321,195
+2867x
$8.4M0.1%$26.27
44
2025-Q1
New
112
-
$2,7600.0%$24.65
20

Other major holders of OCTU: COMMONWEALTH EQUITY SERVICES, LLC

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