IFP Advisors
OCTT icon

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
Q3 		$5.14K Hold
106
– – ﹤0.01% 3801
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Patriot Financial Group Insurance Agency
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return
Accurate Wealth Management
Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return
NBC Securities
NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return
Compass Financial Management
Compass Financial Management Tampa, Florida $926M AUM

IFP Advisors's OCTT Position: Q3 2026 in Review

IFP Advisors held its AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) position steady in Q3 2026 at 106 shares worth $5.14K. The position accounts for ﹤0.01% of the portfolio, ranked #3801.

IFP Advisors first reported a position in OCTT in Q3 2025 and has held it in 5 quarters since. The position peaked at $6.6K in Q1 2026. 11 funds tracked by Wall St. Rank hold OCTT as of Q3 2026.

  • IFP Advisors held 106 shares of AllianzIM U.S. Equity Buffer10 Oct ETF worth $5.14K as of Q3 2026.
  • IFP Advisors left its AllianzIM U.S. Equity Buffer10 Oct ETF share count unchanged in Q3 2026.
  • AllianzIM U.S. Equity Buffer10 Oct ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3801 holding.
  • IFP Advisors first reported a position in AllianzIM U.S. Equity Buffer10 Oct ETF in Q3 2025 and has held it in 5 quarters since.
  • IFP Advisors's AllianzIM U.S. Equity Buffer10 Oct ETF position peaked at $6.6K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Oct ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.