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IFP Advisors’s AllianzIM U.S. Equity Buffer10 Oct ETF OCTT Stock Holding History

IFP Advisors’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 		$4.94K Sell
106
-50
-32% -$2.27K ﹤0.01% 3799
2026
Q1 		$6.6K Buy
156
+30
+24% +$1.3K ﹤0.01% 3380
2025
Q4 		$5.48K Buy
126
+76
+152% +$3.27K ﹤0.01% 3368
2025
Q3 		$2.13K Buy
+50
New +$2.06K ﹤0.01% 3665

Other funds holding OCTT

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.25B AUM 22.33% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

IFP Advisors's OCTT Position: Q2 2026 in Review

IFP Advisors reduced its AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) stake by 32% in Q2 2026, selling an estimated $2.27K and leaving 106 shares worth $4.94K. The position accounts for ﹤0.01% of the portfolio, ranked #3799.

IFP Advisors first reported a position in OCTT in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.6K in Q1 2026. 33 funds tracked by Wall St. Rank hold OCTT as of Q2 2026.

  • IFP Advisors held 106 shares of AllianzIM U.S. Equity Buffer10 Oct ETF worth $4.94K as of Q2 2026.
  • IFP Advisors sold 50 AllianzIM U.S. Equity Buffer10 Oct ETF shares in Q2 2026, an estimated $2.27K.
  • AllianzIM U.S. Equity Buffer10 Oct ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3799 holding.
  • IFP Advisors first reported a position in AllianzIM U.S. Equity Buffer10 Oct ETF in Q3 2025 and has held it in 4 quarters since.
  • IFP Advisors's AllianzIM U.S. Equity Buffer10 Oct ETF position peaked at $6.6K in Q1 2026.
  • 33 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Oct ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.