AE Wealth Management LLC
Position in OCTW — AllianzIM U.S. Equity Buffer20 Oct ETF
CIK 1697723
TOPEKA, KS
All Filings in OCTW
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 OCTW | $85,556,314 | 2,223,975 | Shares | Other | 2026-05-13 | |
| 2025-12-31 OCTW | $86,799,882 | 2,225,638 | Shares | Other | 2026-01-26 | |
| 2025-09-30 OCTW | $306,034 | 7,984 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 OCTW | $62,015,102 | 1,675,631 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 OCTW | $59,128,664 | 1,683,618 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 OCTW | $59,120,232 | 1,662,689 | Shares | Sole | 2025-02-13 | |
| 2023-03-31 OCTW | $15,322,352 | 525,981 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 OCTW | $11,221,209 | 403,220 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 OCTW | $16,371,470 | 612,132 | Shares | Sole | 2022-10-25 | |
| No filing history on record for this holder in this stock. | ||||||