AAS
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Avantax Advisory Services’s AllianzIM U.S. Equity Buffer10 Oct ETF OCTT Stock Holding History

Avantax Advisory Services’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 		$803K Sell
20,011
-1,103
-5% -$41.7K ﹤0.01% 1301
2025
Q1 		$786K Hold
21,114
– – ﹤0.01% 1215
2024
Q4 		$807K Buy
+21,114
New +$806K 0.01% 1147

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 $1.11B AUM 17.13% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 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 $189M AUM 18.47% 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 $523M AUM 23.92% 1-Year Est. Return

Avantax Advisory Services's OCTT Position: Q2 2025 in Review

Avantax Advisory Services reduced its AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) stake by 5.2% in Q2 2025, selling an estimated $41.7K and leaving 20,011 shares worth $803K. The position accounts for ﹤0.01% of the portfolio, ranked #1301.

Avantax Advisory Services first reported a position in OCTT in Q4 2024 and has held it in 3 quarters since. The position peaked at $807K in Q4 2024. 46 funds tracked by Wall St. Rank hold OCTT as of Q2 2025.

  • Avantax Advisory Services held 20,011 shares of AllianzIM U.S. Equity Buffer10 Oct ETF worth $803K as of Q2 2025.
  • Avantax Advisory Services sold 1,103 AllianzIM U.S. Equity Buffer10 Oct ETF shares in Q2 2025, an estimated $41.7K.
  • AllianzIM U.S. Equity Buffer10 Oct ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1301 holding.
  • Avantax Advisory Services first reported a position in AllianzIM U.S. Equity Buffer10 Oct ETF in Q4 2024 and has held it in 3 quarters since.
  • Avantax Advisory Services's AllianzIM U.S. Equity Buffer10 Oct ETF position peaked at $807K in Q4 2024.
  • 46 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Oct ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.