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

Focus Financial Network’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	$360K	Hold	7,715	–	–	0.01%	574
2026 Q1	$327K	Hold	7,715	–	–	0.01%	580
2025 Q4	$336K	Buy	7,715 +346	+5%	+$14.9K	0.01%	557
2025 Q3	$314K	Hold	7,369	–	–	0.01%	585
2025 Q2	$296K	Buy	7,369 +1,386	+23%	+$52.5K	0.01%	577
2025 Q1	$223K	Hold	5,983	–	–	0.01%	628
2024 Q4	$229K	Buy	+5,983	New	+$228K	0.01%	623

Other funds holding OCTT

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

MFA

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

SWM

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

Focus Financial Network's OCTT Position: Q2 2026 in Review

Focus Financial Network held its AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) position steady in Q2 2026 at 7,715 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #574.

Focus Financial Network first reported a position in OCTT in Q4 2024 and has held it in 7 quarters since. 4 funds tracked by Wall St. Rank hold OCTT as of Q2 2026.

Focus Financial Network held 7,715 shares of AllianzIM U.S. Equity Buffer10 Oct ETF worth $360K as of Q2 2026.
Focus Financial Network left its AllianzIM U.S. Equity Buffer10 Oct ETF share count unchanged in Q2 2026.
AllianzIM U.S. Equity Buffer10 Oct ETF made up 0.01% of Focus Financial Network's portfolio in Q2 2026, its #574 holding.
Focus Financial Network first reported a position in AllianzIM U.S. Equity Buffer10 Oct ETF in Q4 2024 and has held it in 7 quarters since.
4 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Oct ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.