Accurate Wealth Management
OCTT icon

Accurate Wealth Management’s AllianzIM U.S. Equity Buffer10 Oct ETF OCTT Stock Holding History

Accurate Wealth Management’s Portfolio OCTT Stock Details OCTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$231K Buy
+4,702
New +$223K 0.02% 536

Other funds holding OCTT

Strategic Blueprint
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Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Patriot Financial Group Insurance Agency
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
NBC Securities
NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Accurate Wealth Management's OCTT Position: Q3 2026 in Review

Accurate Wealth Management opened a new position in AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) in Q3 2026: 4,702 shares worth $231K. The stake represents 0.02% of the portfolio and ranks #536 among its holdings.

7 funds tracked by Wall St. Rank hold OCTT as of Q3 2026.

  • Accurate Wealth Management held 4,702 shares of AllianzIM U.S. Equity Buffer10 Oct ETF worth $231K as of Q3 2026.
  • AllianzIM U.S. Equity Buffer10 Oct ETF was a new Accurate Wealth Management position in Q3 2026.
  • AllianzIM U.S. Equity Buffer10 Oct ETF made up 0.02% of Accurate Wealth Management's portfolio in Q3 2026, its #536 holding.
  • 7 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Oct ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.