Cambridge Investment Research Advisors’s AllianzIM U.S. Equity Buffer10 Oct ETF OCTT Stock Holding History

Cambridge Investment Research 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
2026 Q2	$4.2M	Sell	90,158 -2,878	-3%	-$131K	0.01%	1073
2026 Q1	$3.94M	Sell	93,036 -1,443	-2%	-$62.7K	0.01%	1107
2025 Q4	$4.11M	Buy	+94,479	New	+$4.06M	0.01%	1034
2023 Q1	–	Sell	-7,552	Closed	-$213K	–	3221
2022 Q4	$213K	Buy	+7,552	New	+$212K	﹤0.01%	2705

Other funds holding OCTT

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

MFA

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cambridge Investment Research Advisors's OCTT Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) stake by 3.1% in Q2 2026, selling an estimated $131K and leaving 90,158 shares worth $4.2M. The position accounts for 0.01% of the portfolio, ranked #1073.

Cambridge Investment Research Advisors first reported a position in OCTT in Q4 2022 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold OCTT as of Q2 2026.

Cambridge Investment Research Advisors held 90,158 shares of AllianzIM U.S. Equity Buffer10 Oct ETF worth $4.2M as of Q2 2026.
Cambridge Investment Research Advisors sold 2,878 AllianzIM U.S. Equity Buffer10 Oct ETF shares in Q2 2026, an estimated $131K.
AllianzIM U.S. Equity Buffer10 Oct ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1073 holding.
Cambridge Investment Research Advisors first reported a position in AllianzIM U.S. Equity Buffer10 Oct ETF in Q4 2022 and has held it in 4 quarters since.
10 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Oct ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.