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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 $21.5B AUM 26.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.25B AUM 22.33% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

Atria Wealth Solutions's OCTT Position: Q2 2025 in Review

Atria Wealth Solutions reduced its AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) stake by 0.51% in Q2 2025, selling an estimated $3.79K and leaving 19,547 shares worth $785K. The position accounts for 0.02% of the portfolio, ranked #738.

Atria Wealth Solutions first reported a position in OCTT in Q1 2022 and has held it in 9 quarters since. The position peaked at $968K in Q4 2024. 46 funds tracked by Wall St. Rank hold OCTT as of Q2 2025.

  • Atria Wealth Solutions held 19,547 shares of AllianzIM U.S. Equity Buffer10 Oct ETF worth $785K as of Q2 2025.
  • Atria Wealth Solutions sold 100 AllianzIM U.S. Equity Buffer10 Oct ETF shares in Q2 2025, an estimated $3.79K.
  • AllianzIM U.S. Equity Buffer10 Oct ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #738 holding.
  • Atria Wealth Solutions first reported a position in AllianzIM U.S. Equity Buffer10 Oct ETF in Q1 2022 and has held it in 9 quarters since.
  • Atria Wealth Solutions's AllianzIM U.S. Equity Buffer10 Oct ETF position peaked at $968K in Q4 2024.
  • 46 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Oct ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.