Stephens Inc. AR Boosts Stake in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF $OCTU

Stephens Inc. AR lifted its holdings in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (BATS:OCTU) by 2.5% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 120,898 shares of the company’s stock after buying an additional 2,929 shares during the quarter. Stephens Inc. AR owned 0.05% of AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF worth $3,176,000 as of its most recent SEC filing.

Other institutional investors have also recently modified their holdings of the company. Patriot Financial Group Insurance Agency LLC purchased a new stake in shares of AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF in the second quarter valued at approximately $207,000. Cetera Investment Advisers raised its holdings in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF by 17.6% during the first quarter. Cetera Investment Advisers now owns 15,844 shares of the company’s stock worth $390,000 after purchasing an additional 2,368 shares during the last quarter. B.O.S.S. Retirement Advisors LLC acquired a new position in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF during the second quarter worth $883,000. Lloyd Advisory Services LLC. acquired a new position in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF during the second quarter worth $1,499,000. Finally, OneDigital Investment Advisors LLC raised its holdings in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF by 54.6% during the first quarter. OneDigital Investment Advisors LLC now owns 112,659 shares of the company’s stock worth $2,777,000 after purchasing an additional 39,808 shares during the last quarter.

AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF Stock Up 3.7%

Shares of OCTU stock opened at $28.06 on Thursday. The stock has a fifty day moving average price of $27.59 and a 200 day moving average price of $26.24. AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF has a 1 year low of $23.18 and a 1 year high of $26.80.

AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF Company Profile

The AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) is an exchange-traded fund that mostly invests in large cap equity. The fund aims for specific buffered losses and uncapped gains on the SPDR S&P 500 ETF Trust over a one-year period. The actively managed fund holds options and collateral OCTU was launched on Sep 30, 2024 and is issued by Allianz.