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

Creative Financial Designs’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 Q1	$38.1K	Hold	900	–	–	﹤0.01%	994
2025 Q4	$39.2K	Hold	900	–	–	﹤0.01%	949
2025 Q3	$38.4K	Hold	900	–	–	﹤0.01%	946
2025 Q2	$36.1K	Hold	900	–	–	﹤0.01%	973
2025 Q1	$33.5K	Hold	900	–	–	﹤0.01%	954
2024 Q4	$34.4K	Hold	900	–	–	﹤0.01%	912
2024 Q3	$33.8K	Hold	900	–	–	﹤0.01%	903
2024 Q2	$33.1K	Hold	900	–	–	﹤0.01%	873
2024 Q1	$32.3K	Hold	900	–	–	﹤0.01%	851
2023 Q4	$30.7K	Hold	900	–	–	﹤0.01%	806
2023 Q3	$28.5K	Hold	900	–	–	﹤0.01%	772
2023 Q2	$29K	Hold	900	–	–	﹤0.01%	770
2023 Q1	$27.1K	Hold	900	–	–	﹤0.01%	739
2022 Q4	$25.4K	Hold	900	–	–	﹤0.01%	712
2022 Q3	$24K	Buy	+900	New	+$25.3K	﹤0.01%	691

Other funds holding OCTT

Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BBPWM

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

OMC

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

Creative Financial Designs's OCTT Position: Q1 2026 in Review

Creative Financial Designs held its AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) position steady in Q1 2026 at 900 shares worth $38.1K. The position accounts for ﹤0.01% of the portfolio, ranked #994.

Creative Financial Designs first reported a position in OCTT in Q3 2022 and has held it in 15 quarters since. The position peaked at $39.2K in Q4 2025. 31 funds tracked by Wall St. Rank hold OCTT as of Q1 2026.

Creative Financial Designs held 900 shares of AllianzIM U.S. Equity Buffer10 Oct ETF worth $38.1K as of Q1 2026.
Creative Financial Designs left its AllianzIM U.S. Equity Buffer10 Oct ETF share count unchanged in Q1 2026.
AllianzIM U.S. Equity Buffer10 Oct ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #994 holding.
Creative Financial Designs first reported a position in AllianzIM U.S. Equity Buffer10 Oct ETF in Q3 2022 and has held it in 15 quarters since.
Creative Financial Designs's AllianzIM U.S. Equity Buffer10 Oct ETF position peaked at $39.2K in Q4 2025.
31 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Oct ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.