Modern Wealth Management’s AllianzIM U.S. Equity Buffer10 Oct ETF OCTT Stock Holding History

Modern 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
2026 Q1	$3.8M	Buy	89,147 +7,061	+9%	+$307K	0.07%	233
2025 Q4	$3.57M	Buy	+82,086	New	+$3.53M	0.07%	226

Other funds holding OCTT

Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Modern Wealth Management's OCTT Position: Q1 2026 in Review

Modern Wealth Management increased its AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) stake by 8.6% in Q1 2026, buying an estimated $307K and bringing the position to 89,147 shares worth $3.8M. The position accounts for 0.07% of the portfolio, ranked #233.

Modern Wealth Management first reported a position in OCTT in Q4 2025 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold OCTT as of Q1 2026.

Modern Wealth Management held 89,147 shares of AllianzIM U.S. Equity Buffer10 Oct ETF worth $3.8M as of Q1 2026.
Modern Wealth Management bought 7,061 AllianzIM U.S. Equity Buffer10 Oct ETF shares in Q1 2026, an estimated $307K.
AllianzIM U.S. Equity Buffer10 Oct ETF made up 0.07% of Modern Wealth Management's portfolio in Q1 2026, its #233 holding.
Modern Wealth Management first reported a position in AllianzIM U.S. Equity Buffer10 Oct ETF in Q4 2025 and has held it in 2 quarters since.
31 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Oct ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.