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GeoWealth Management’s AllianzIM U.S. Equity Buffer10 Oct ETF OCTT Stock Holding History

GeoWealth Management’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
2025
Q1 		– Sell
-3,240
Closed -$124K – 1561
2024
Q4 		$124K Buy
+3,240
New +$124K ﹤0.01% 907

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 $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $157M AUM 15.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

GeoWealth Management's OCTT Position: Q1 2025 in Review

GeoWealth Management sold out of AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) in Q1 2025, closing a stake of 3,240 shares — an estimated $124K sold.

GeoWealth Management first reported a position in OCTT in Q4 2024 and held it in 1 quarter. The position peaked at $124K in Q4 2024. 44 funds tracked by Wall St. Rank hold OCTT as of Q1 2025.

  • GeoWealth Management reported no remaining AllianzIM U.S. Equity Buffer10 Oct ETF position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 3,240 AllianzIM U.S. Equity Buffer10 Oct ETF shares in Q1 2025, an estimated $124K.
  • GeoWealth Management first reported a position in AllianzIM U.S. Equity Buffer10 Oct ETF in Q4 2024 and held it in 1 quarter.
  • GeoWealth Management's AllianzIM U.S. Equity Buffer10 Oct ETF position peaked at $124K in Q4 2024.
  • 44 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Oct ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.