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

Mayflower Financial 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	$277K	Hold	5,941	–	–	0.02%	395
2026 Q1	$251K	Hold	5,941	–	–	0.03%	391
2025 Q4	$259K	Hold	5,941	–	–	0.03%	367
2025 Q3	$253K	Hold	5,941	–	–	0.03%	365
2025 Q2	$238K	Hold	5,941	–	–	0.03%	362
2025 Q1	$221K	Hold	5,941	–	–	0.03%	363
2024 Q4	$227K	Hold	5,941	–	–	0.03%	353
2024 Q3	$223K	Hold	5,941	–	–	0.03%	344
2024 Q2	$219K	Hold	5,941	–	–	0.04%	330
2024 Q1	$213K	Hold	5,941	–	–	0.04%	335
2023 Q4	$203K	Buy	+5,941	New	+$194K	0.03%	324
2023 Q3	–	Sell	-6,216	Closed	-$200K	–	358
2023 Q2	$200K	Buy	+6,216	New	+$191K	0.03%	339

Other funds holding OCTT

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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Mayflower Financial Advisors's OCTT Position: Q2 2026 in Review

Mayflower Financial Advisors held its AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) position steady in Q2 2026 at 5,941 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #395.

Mayflower Financial Advisors first reported a position in OCTT in Q2 2023 and has held it in 12 quarters since. 5 funds tracked by Wall St. Rank hold OCTT as of Q2 2026.

Mayflower Financial Advisors held 5,941 shares of AllianzIM U.S. Equity Buffer10 Oct ETF worth $277K as of Q2 2026.
Mayflower Financial Advisors left its AllianzIM U.S. Equity Buffer10 Oct ETF share count unchanged in Q2 2026.
AllianzIM U.S. Equity Buffer10 Oct ETF made up 0.02% of Mayflower Financial Advisors's portfolio in Q2 2026, its #395 holding.
Mayflower Financial Advisors first reported a position in AllianzIM U.S. Equity Buffer10 Oct ETF in Q2 2023 and has held it in 12 quarters since.
5 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Oct ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.