Kestra Advisory Services, LLC
Position in OCTW — AllianzIM U.S. Equity Buffer20 Oct ETF
CIK 1830819
AUSTIN, TX
All Filings in OCTW
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 OCTW | $9,392,642 | 244,155 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 OCTW | $8,999,289 | 230,751 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 OCTW | $7,993,201 | 208,531 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 OCTW | $9,582,333 | 258,912 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 OCTW | $8,425,920 | 239,918 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 OCTW | $9,477,469 | 266,543 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 OCTW | $7,399,817 | 210,821 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 OCTW | $7,677,404 | 222,527 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 OCTW | $7,507,777 | 221,730 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 OCTW | $7,249,901 | 221,574 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 OCTW | $6,436,751 | 207,136 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 OCTW | $3,748,938 | 123,219 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 OCTW | $5,793,864 | 198,890 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 OCTW | $9,275,016 | 333,286 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 OCTW | $10,077,569 | 376,802 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 OCTW | $266,355 | 10,188 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 OCTW | $204,527 | 7,436 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 OCTW | $1,636,746 | 59,131 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 OCTW | $1,398,763 | 51,960 | Shares | Sole | 2022-07-25 | |
| No filing history on record for this holder in this stock. | ||||||