Advisornet Financial’s AllianzIM U.S. Large Cap Buffer10 Oct ETF OCTT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $48K | Hold |
1,195
| – | – | ﹤0.01% | 993 |
|
2025
Q1 | $44.5K | Hold |
1,195
| – | – | ﹤0.01% | 966 |
|
2024
Q4 | $45.7K | Hold |
1,195
| – | – | ﹤0.01% | 904 |
|
2024
Q3 | $44.8K | Hold |
1,195
| – | – | ﹤0.01% | 930 |
|
2024
Q2 | $44K | Buy |
1,195
+50
| +4% | +$1.84K | ﹤0.01% | 855 |
|
2024
Q1 | $41.1K | Hold |
1,145
| – | – | ﹤0.01% | 867 |
|
2023
Q4 | $39.1K | Sell |
1,145
-1,000
| -47% | -$34.2K | ﹤0.01% | 880 |
|
2023
Q3 | $67.8K | Hold |
2,145
| – | – | 0.01% | 714 |
|
2023
Q2 | $69.2K | Buy |
2,145
+1,000
| +87% | +$32.3K | 0.01% | 737 |
|
2023
Q1 | $34.4K | Sell |
1,145
-530
| -32% | -$15.9K | ﹤0.01% | 908 |
|
2022
Q4 | $47.3K | Hold |
1,675
| – | – | ﹤0.01% | 802 |
|
2022
Q3 | $45K | Buy |
1,675
+1,425
| +570% | +$38.3K | ﹤0.01% | 869 |
|
2022
Q2 | $7K | Hold |
250
| – | – | ﹤0.01% | 1429 |
|
2022
Q1 | $7K | Buy |
+250
| New | +$7K | ﹤0.01% | 1526 |
|