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Centaurus Financial’s AllianzIM U.S. Equity Buffer10 Oct ETF OCTT Stock Holding History

Centaurus Financial’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 		– Sell
-30,339
Closed -$1.13M – 989
2025
Q1 		$1.13M Sell
30,339
-497
-2% -$19.1K 0.07% 257
2024
Q4 		$1.18M Buy
30,836
+15,643
+103% +$597K 0.07% 246
2024
Q3 		$570K Buy
15,193
+1,458
+11% +$54.1K 0.04% 386
2024
Q2 		$505K Sell
13,735
-468
-3% -$16.9K 0.03% 385
2024
Q1 		$510K Sell
14,203
-803
-5% -$28.1K 0.04% 377
2023
Q4 		$513K Sell
15,006
-16,504
-52% -$538K 0.04% 360
2023
Q3 		$997K Sell
31,510
-812
-3% -$26.4K 0.09% 231
2023
Q2 		$1.04M Buy
32,322
+9,497
+42% +$292K 0.09% 228
2023
Q1 		$686K Buy
+22,825
New +$670K 0.05% 325

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

Centaurus Financial's OCTT Position: Q2 2025 in Review

Centaurus Financial sold out of AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) in Q2 2025, closing a stake of 30,339 shares — an estimated $1.13M sold.

Centaurus Financial first reported a position in OCTT in Q1 2023 and held it in 9 quarters. The position peaked at $1.18M in Q4 2024. 46 funds tracked by Wall St. Rank hold OCTT as of Q2 2025.

  • Centaurus Financial reported no remaining AllianzIM U.S. Equity Buffer10 Oct ETF position as of Q2 2025 after selling out during the quarter.
  • Centaurus Financial sold 30,339 AllianzIM U.S. Equity Buffer10 Oct ETF shares in Q2 2025, an estimated $1.13M.
  • Centaurus Financial first reported a position in AllianzIM U.S. Equity Buffer10 Oct ETF in Q1 2023 and held it in 9 quarters.
  • Centaurus Financial's AllianzIM U.S. Equity Buffer10 Oct ETF position peaked at $1.18M in Q4 2024.
  • 46 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Oct ETF as of Q2 2025.

Based on Centaurus Financial's 13F filing for Q2 2025, filed 29 Aug 2025.