Cetera Advisors’s AllianzIM U.S. Equity Buffer10 Oct ETF OCTT Stock Holding History

Cetera 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
2024 Q1	$489K	Buy	13,618 +1,033	+8%	+$36.2K	﹤0.01%	1622
2023 Q4	$430K	Buy	12,585 +1,275	+11%	+$41.6K	0.01%	1214
2023 Q3	$358K	Buy	11,310 +2,600	+30%	+$84.4K	0.01%	1236
2023 Q2	$281K	Hold	8,710	–	–	﹤0.01%	1342
2023 Q1	$262K	Sell	8,710 -5,800	-40%	-$170K	﹤0.01%	1352
2022 Q4	$410K	Buy	14,510 +6,470	+80%	+$181K	0.01%	1074
2022 Q3	$215K	Buy	+8,040	New	+$226K	0.01%	1103

Other funds holding OCTT

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SWM

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Cetera Advisors's OCTT Position: Q1 2024 in Review

Cetera Advisors increased its AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) stake by 8.2% in Q1 2024, buying an estimated $36.2K and bringing the position to 13,618 shares worth $489K. The position accounts for ﹤0.01% of the portfolio, ranked #1622.

Cetera Advisors first reported a position in OCTT in Q3 2022 and has held it in 7 quarters since. 26 funds tracked by Wall St. Rank hold OCTT as of Q1 2024.

Cetera Advisors held 13,618 shares of AllianzIM U.S. Equity Buffer10 Oct ETF worth $489K as of Q1 2024.
Cetera Advisors bought 1,033 AllianzIM U.S. Equity Buffer10 Oct ETF shares in Q1 2024, an estimated $36.2K.
AllianzIM U.S. Equity Buffer10 Oct ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1622 holding.
Cetera Advisors first reported a position in AllianzIM U.S. Equity Buffer10 Oct ETF in Q3 2022 and has held it in 7 quarters since.
26 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Oct ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.