GI
OCTT icon

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

Other funds holding OCTT

SL
Sentinus LLC Oak Brook, Illinois $1.25B AUM 22.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Gradient Investments's OCTT Position: Q4 2025 in Review

Gradient Investments sold out of AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) in Q4 2025, closing a stake of 38,429 shares — an estimated $1.64M sold.

Gradient Investments first reported a position in OCTT in Q2 2025 and held it in 2 quarters. The position peaked at $1.64M in Q3 2025. 35 funds tracked by Wall St. Rank hold OCTT as of Q4 2025.

  • Gradient Investments reported no remaining AllianzIM U.S. Equity Buffer10 Oct ETF position as of Q4 2025 after selling out during the quarter.
  • Gradient Investments sold 38,429 AllianzIM U.S. Equity Buffer10 Oct ETF shares in Q4 2025, an estimated $1.64M.
  • Gradient Investments first reported a position in AllianzIM U.S. Equity Buffer10 Oct ETF in Q2 2025 and held it in 2 quarters.
  • Gradient Investments's AllianzIM U.S. Equity Buffer10 Oct ETF position peaked at $1.64M in Q3 2025.
  • 35 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Oct ETF as of Q4 2025.

Based on Gradient Investments's 13F filing for Q4 2025, filed 8 Jan 2026.