FSR Wealth Management Ltd. Purchases Shares of 12,441 AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF $OCTU

FSR Wealth Management Ltd. purchased a new stake in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (BATS:OCTU) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 12,441 shares of the company’s stock, valued at approximately $327,000. AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF makes up about 0.4% of FSR Wealth Management Ltd.’s portfolio, making the stock its 28th largest position. FSR Wealth Management Ltd. owned about 0.52% of AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in the company. Stephens Inc. AR raised its holdings in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF by 1.5% in the 1st quarter. Stephens Inc. AR now owns 117,969 shares of the company’s stock valued at $2,907,000 after acquiring an additional 1,694 shares in the last quarter. Cetera Investment Advisers raised its holdings in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF by 17.6% in the 1st quarter. Cetera Investment Advisers now owns 15,844 shares of the company’s stock valued at $390,000 after acquiring an additional 2,368 shares in the last quarter. Patriot Financial Group Insurance Agency LLC acquired a new position in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF in the 2nd quarter valued at approximately $207,000. LifeWealth Investments LLC acquired a new position in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF in the 2nd quarter valued at approximately $263,000. Finally, B.O.S.S. Retirement Advisors LLC acquired a new position in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF in the 2nd quarter valued at approximately $883,000.

AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF Trading Up 4.8%

OCTU stock opened at $28.35 on Friday. AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF has a 1-year low of $23.18 and a 1-year high of $26.80. The business’s 50 day moving average is $27.63 and its 200-day moving average is $26.33.

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.