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COMPASS FINANCIAL MANAGEMENT LLC’s AllianzIM U.S. Equity Buffer10 Oct ETF OCTT Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$38.3K Buy
+805
New +$36.6K ﹤0.01% 734

Other funds holding OCTT

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.25B AUM 22.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
PIA
Panoramic Investment Advisors Denver, Colorado $209M AUM 21.65% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's OCTT Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) in Q2 2026: 805 shares worth $38.3K. The stake represents ﹤0.01% of the portfolio and ranks #734 among its holdings.

26 funds tracked by Wall St. Rank hold OCTT as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 805 shares of AllianzIM U.S. Equity Buffer10 Oct ETF worth $38.3K as of Q2 2026.
  • AllianzIM U.S. Equity Buffer10 Oct ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • AllianzIM U.S. Equity Buffer10 Oct ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #734 holding.
  • 26 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Oct ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.