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OCTWOCTW
11 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in ALLIANZIM U.S. EQUITY BUFFER20 OCT ETF

AE Wealth Management LLC holds 25,537 shares of OCTW (ALLIANZIM U.S. EQUITY BUFFER20 OCT ETF), worth $1M as of 2026-Q2. The position was decreased (-98.8% shares). OCTW represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$1M

Current Shares

25,537

Total Value Change

-$15.3M

Total Shares Change

-586,595

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
25,537
-98.8%
$1M0.0%$40.91
0
2026-Q1
Decreased
2.2M
-0.1%
$85.6M0.5%$39.10
0
2025-Q4
Increased
2.2M
+278x
$86.8M0.5%$39.08
58
2025-Q3
Decreased
7,984
-99.5%
$306,0360.0%$38.31
0
2025-Q2
Decreased
1.7M
-0.5%
$62M0.5%$36.99
0
2025-Q1
Increased
1.7M
+1.3%
$59.1M0.5%$35.01
36
2024-Q4
New
1.7M
-
$59.1M0.5%$35.65
57
2023-Q2
Exited
0
-100.0%
$00.0%$30.31
0
2023-Q1
Increased
525,981
+30.4%
$15.3M0.1%$28.98
36
2022-Q4
Decreased
403,220
-34.1%
$11.2M0.1%$27.83
0
2022-Q3
New
612,132
-
$16.4M0.1%$26.73
47

Other major holders of OCTW: LPL Financial LLC, COMMONWEALTH EQUITY SERVICES, LLC

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