LRWM
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Lord & Richards Wealth Management’s AllianzIM U.S. Equity Buffer10 Oct ETF OCTT Stock Holding History

Lord & Richards Wealth Management’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
Q2 		– Sell
-1,805
Closed -$67.2K – 128
2025
Q1 		$67.2K Sell
1,805
-4,446
-71% -$171K 0.08% 84
2024
Q4 		$239K Buy
+6,251
New +$239K 0.5% 61

Other funds holding OCTT

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $157M AUM 15.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Lord & Richards Wealth Management's OCTT Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) in Q2 2025, closing a stake of 1,805 shares — an estimated $67.2K sold.

Lord & Richards Wealth Management first reported a position in OCTT in Q4 2024 and held it in 2 quarters. The position peaked at $239K in Q4 2024. 46 funds tracked by Wall St. Rank hold OCTT as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining AllianzIM U.S. Equity Buffer10 Oct ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 1,805 AllianzIM U.S. Equity Buffer10 Oct ETF shares in Q2 2025, an estimated $67.2K.
  • Lord & Richards Wealth Management first reported a position in AllianzIM U.S. Equity Buffer10 Oct ETF in Q4 2024 and held it in 2 quarters.
  • Lord & Richards Wealth Management's AllianzIM U.S. Equity Buffer10 Oct ETF position peaked at $239K in Q4 2024.
  • 46 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Oct ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.