Advisornet Financial’s AllianzIM U.S. Equity Buffer10 Oct ETF OCTT Stock Holding History

Advisornet Financial’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 Q1	$84.4K	Hold	1,995	–	–	﹤0.01%	874
2025 Q4	$86.8K	Hold	1,995	–	–	﹤0.01%	866
2025 Q3	$85K	Buy	1,995 +800	+67%	+$33K	﹤0.01%	842
2025 Q2	$48K	Hold	1,195	–	–	﹤0.01%	1003
2025 Q1	$44.5K	Hold	1,195	–	–	﹤0.01%	974
2024 Q4	$45.7K	Hold	1,195	–	–	﹤0.01%	914
2024 Q3	$44.8K	Hold	1,195	–	–	﹤0.01%	934
2024 Q2	$44K	Buy	1,195 +50	+4%	+$1.81K	﹤0.01%	859
2024 Q1	$41.1K	Hold	1,145	–	–	﹤0.01%	867
2023 Q4	$39.1K	Sell	1,145 -1,000	-47%	-$32.6K	﹤0.01%	880
2023 Q3	$67.8K	Hold	2,145	–	–	0.01%	714
2023 Q2	$69.2K	Buy	2,145 +1,000	+87%	+$30.8K	0.01%	737
2023 Q1	$34.4K	Sell	1,145 -530	-32%	-$15.6K	﹤0.01%	908
2022 Q4	$47.3K	Hold	1,675	–	–	﹤0.01%	802
2022 Q3	$45K	Buy	1,675 +1,425	+570%	+$40K	﹤0.01%	876
2022 Q2	$7K	Hold	250	–	–	﹤0.01%	1440
2022 Q1	$7K	Buy	+250	New	+$7.38K	﹤0.01%	1538

Other funds holding OCTT

Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Advisornet Financial's OCTT Position: Q1 2026 in Review

Advisornet Financial held its AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) position steady in Q1 2026 at 1,995 shares worth $84.4K. The position accounts for ﹤0.01% of the portfolio, ranked #874.

Advisornet Financial first reported a position in OCTT in Q1 2022 and has held it in 17 quarters since. The position peaked at $86.8K in Q4 2025. 31 funds tracked by Wall St. Rank hold OCTT as of Q1 2026.

Advisornet Financial held 1,995 shares of AllianzIM U.S. Equity Buffer10 Oct ETF worth $84.4K as of Q1 2026.
Advisornet Financial left its AllianzIM U.S. Equity Buffer10 Oct ETF share count unchanged in Q1 2026.
AllianzIM U.S. Equity Buffer10 Oct ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #874 holding.
Advisornet Financial first reported a position in AllianzIM U.S. Equity Buffer10 Oct ETF in Q1 2022 and has held it in 17 quarters since.
Advisornet Financial's AllianzIM U.S. Equity Buffer10 Oct ETF position peaked at $86.8K in Q4 2025.
31 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Oct ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.