BFC Planning, Inc.’s AllianzIM U.S. Equity Buffer10 Oct ETF OCTT Stock Holding History

BFC Planning, Inc.’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	$11K	Buy	+236	New	+$10.7K	﹤0.01%	2318

Other funds holding OCTT

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Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Sentinus LLC Oak Brook, Illinois $1.25B AUM 22.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

BFC Planning, Inc.'s OCTT Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) in Q2 2026: 236 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #2318 among its holdings.

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

BFC Planning, Inc. held 236 shares of AllianzIM U.S. Equity Buffer10 Oct ETF worth $11K as of Q2 2026.
AllianzIM U.S. Equity Buffer10 Oct ETF was a new BFC Planning, Inc. position in Q2 2026.
AllianzIM U.S. Equity Buffer10 Oct ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2318 holding.
34 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Oct ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.