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Independent Financial Group’s AllianzIM U.S. Equity Buffer10 Oct ETF OCTT Stock Holding History

Independent Financial Group’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
Q1 		– Sell
-5,017
Closed -$218K – 1498
2025
Q4 		$218K Buy
+5,017
New +$216K ﹤0.01% 1304

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Independent Financial Group's OCTT Position: Q1 2026 in Review

Independent Financial Group sold out of AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) in Q1 2026, closing a stake of 5,017 shares — an estimated $218K sold.

Independent Financial Group first reported a position in OCTT in Q4 2025 and held it in 1 quarter. The position peaked at $218K in Q4 2025. 31 funds tracked by Wall St. Rank hold OCTT as of Q1 2026.

  • Independent Financial Group reported no remaining AllianzIM U.S. Equity Buffer10 Oct ETF position as of Q1 2026 after selling out during the quarter.
  • Independent Financial Group sold 5,017 AllianzIM U.S. Equity Buffer10 Oct ETF shares in Q1 2026, an estimated $218K.
  • Independent Financial Group first reported a position in AllianzIM U.S. Equity Buffer10 Oct ETF in Q4 2025 and held it in 1 quarter.
  • Independent Financial Group's AllianzIM U.S. Equity Buffer10 Oct ETF position peaked at $218K in Q4 2025.
  • 31 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Oct ETF as of Q1 2026.

Based on Independent Financial Group's 13F filing for Q1 2026, filed 5 May 2026.