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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

SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 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. 9 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.
  • 9 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.