Compass Advisory Group LLC
Position in OCTW — AllianzIM U.S. Equity Buffer20 Oct ETF
CIK 1720292
MELVILLE, NY
All Filings in OCTW
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 OCTW | $2,600,110 | 67,588 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 OCTW | $2,642,172 | 67,748 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 OCTW | $2,608,347 | 68,048 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 OCTW | $2,567,124 | 69,363 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 OCTW | $2,452,534 | 69,833 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 OCTW | $2,532,618 | 71,227 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 OCTW | $2,517,617 | 71,727 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 OCTW | $2,605,446 | 75,518 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 OCTW | $2,759,522 | 81,498 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 OCTW | $2,668,316 | 81,550 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 OCTW | $2,527,360 | 81,331 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 OCTW | $2,503,277 | 82,277 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 OCTW | $2,402,870 | 82,485 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 OCTW | $2,373,952 | 85,305 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 OCTW | $2,245,536 | 83,961 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 OCTW | $1,631,699 | 62,412 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 OCTW | $800,312 | 29,097 | Shares | Sole | 2022-05-09 | |
| No filing history on record for this holder in this stock. | ||||||