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Financial Network Wealth Advisors’s AllianzIM U.S. Equity Buffer10 Oct ETF OCTT Stock Holding History

Financial Network Wealth 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
Q4 		– Sell
-3,114
Closed -$117K – 731
2024
Q3 		$117K Hold
3,114
– – 0.1% 177
2024
Q2 		$115K Buy
+3,114
New +$113K 0.09% 198

Other funds holding OCTT

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 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

Financial Network Wealth Advisors's OCTT Position: Q4 2024 in Review

Financial Network Wealth Advisors sold out of AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) in Q4 2024, closing a stake of 3,114 shares — an estimated $117K sold.

Financial Network Wealth Advisors first reported a position in OCTT in Q2 2024 and held it in 2 quarters. The position peaked at $117K in Q3 2024. 46 funds tracked by Wall St. Rank hold OCTT as of Q4 2024.

  • Financial Network Wealth Advisors reported no remaining AllianzIM U.S. Equity Buffer10 Oct ETF position as of Q4 2024 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 3,114 AllianzIM U.S. Equity Buffer10 Oct ETF shares in Q4 2024, an estimated $117K.
  • Financial Network Wealth Advisors first reported a position in AllianzIM U.S. Equity Buffer10 Oct ETF in Q2 2024 and held it in 2 quarters.
  • Financial Network Wealth Advisors's AllianzIM U.S. Equity Buffer10 Oct ETF position peaked at $117K in Q3 2024.
  • 46 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Oct ETF as of Q4 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.