GI
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Gradient Investments’s AllianzIM U.S. Equity Buffer10 Oct ETF OCTT Stock Holding History

Gradient Investments’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
Q4 		– Sell
-38,429
Closed -$1.64M – 374
2025
Q3 		$1.64M Hold
38,429
– – 0.03% 209
2025
Q2 		$1.54M Buy
+38,429
New +$1.45M 0.03% 208

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MWM
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LPL Financial
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BBPWM
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MML Investors Services
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