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American Portfolios Advisors’s AllianzIM U.S. Equity Buffer10 Oct ETF OCTT Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$937K Buy
35,091
+34,406
+5,023% +$966K 0.04% 455
2022
Q2 		$18.5K Hold
685
– – ﹤0.01% 2266
2022
Q1 		$20.5K Hold
685
– – ﹤0.01% 2360
2021
Q4 		$20.8K Buy
+685
New +$20.4K ﹤0.01% 2305

Other funds holding OCTT

AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

American Portfolios Advisors's OCTT Position: Q3 2022 in Review

American Portfolios Advisors increased its AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) stake by 5,023% in Q3 2022, buying an estimated $966K and bringing the position to 35,091 shares worth $937K. The position accounts for 0.04% of the portfolio, ranked #455.

American Portfolios Advisors first reported a position in OCTT in Q4 2021 and has held it in 4 quarters since. 16 funds tracked by Wall St. Rank hold OCTT as of Q3 2022.

  • American Portfolios Advisors held 35,091 shares of AllianzIM U.S. Equity Buffer10 Oct ETF worth $937K as of Q3 2022.
  • American Portfolios Advisors bought 34,406 AllianzIM U.S. Equity Buffer10 Oct ETF shares in Q3 2022, an estimated $966K.
  • AllianzIM U.S. Equity Buffer10 Oct ETF made up 0.04% of American Portfolios Advisors's portfolio in Q3 2022, its #455 holding.
  • American Portfolios Advisors first reported a position in AllianzIM U.S. Equity Buffer10 Oct ETF in Q4 2021 and has held it in 4 quarters since.
  • 16 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Oct ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.