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Atria Wealth Solutions’s AllianzIM U.S. Equity Buffer10 Oct ETF OCTT Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$785K Sell
19,547
-100
-0.5% -$3.79K 0.02% 738
2025
Q1 		$731K Sell
19,647
-5,690
-22% -$218K 0.01% 1007
2024
Q4 		$968K Buy
+25,337
New +$967K 0.01% 934
2024
Q1 		– Sell
-10,193
Closed -$348K – 2030
2023
Q4 		$348K Buy
+10,193
New +$333K ﹤0.01% 1398
2023
Q2 		– Sell
-15,043
Closed -$452K – 1953
2023
Q1 		$452K Sell
15,043
-2,880
-16% -$84.5K 0.01% 1191
2022
Q4 		$506K Sell
17,923
-6,935
-28% -$195K 0.01% 1074
2022
Q3 		$664K Buy
24,858
+6,679
+37% +$188K 0.01% 885
2022
Q2 		$491K Buy
18,179
+6,387
+54% +$181K 0.01% 980
2022
Q1 		$353K Buy
+11,792
New +$348K 0.01% 1242

Other funds holding OCTT

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $157M AUM 15.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return