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Moors & Cabot’s AllianzIM U.S. Equity Buffer10 Oct ETF OCTT Stock Holding History

Moors & Cabot’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
-5,050
Closed -$220K – 967
2025
Q4 		$220K Buy
+5,050
New +$217K 0.01% 823

Other funds holding OCTT

SL
Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
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

Moors & Cabot's OCTT Position: Q1 2026 in Review

Moors & Cabot sold out of AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) in Q1 2026, closing a stake of 5,050 shares — an estimated $220K sold.

Moors & Cabot first reported a position in OCTT in Q4 2025 and held it in 1 quarter. The position peaked at $220K in Q4 2025. 31 funds tracked by Wall St. Rank hold OCTT as of Q1 2026.

  • Moors & Cabot reported no remaining AllianzIM U.S. Equity Buffer10 Oct ETF position as of Q1 2026 after selling out during the quarter.
  • Moors & Cabot sold 5,050 AllianzIM U.S. Equity Buffer10 Oct ETF shares in Q1 2026, an estimated $220K.
  • Moors & Cabot first reported a position in AllianzIM U.S. Equity Buffer10 Oct ETF in Q4 2025 and held it in 1 quarter.
  • Moors & Cabot's AllianzIM U.S. Equity Buffer10 Oct ETF position peaked at $220K in Q4 2025.
  • 31 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Oct ETF as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.