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

Nations 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
Q2 		$210K Sell
4,502
-937
-17% -$42.6K 0.01% 745
2026
Q1 		$230K Buy
5,439
+96
+2% +$4.17K 0.01% 700
2025
Q4 		$232K Sell
5,343
-2,017
-27% -$86.7K 0.01% 678
2025
Q3 		$314K Buy
7,360
+396
+6% +$16.4K 0.02% 592
2025
Q2 		$280K Buy
6,964
+1,171
+20% +$44.3K 0.02% 579
2025
Q1 		$216K Sell
5,793
-2,337
-29% -$89.7K 0.02% 597
2024
Q4 		$311K Hold
8,130
– – 0.02% 543
2024
Q3 		$305K Sell
8,130
-20
-0.2% -$742 0.02% 561
2024
Q2 		$300K Hold
8,150
– – 0.02% 538
2024
Q1 		$293K Buy
8,150
+336
+4% +$11.8K 0.02% 530
2023
Q4 		$267K Buy
7,814
+37
+0.5% +$1.21K 0.02% 540
2023
Q3 		$246K Sell
7,777
-336
-4% -$10.9K 0.02% 534
2023
Q2 		$262K Buy
8,113
+1,153
+17% +$35.5K 0.03% 536
2023
Q1 		$209K Buy
+6,960
New +$204K 0.02% 567

Other funds holding OCTT

SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
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
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Nations Financial Group's OCTT Position: Q2 2026 in Review

Nations Financial Group reduced its AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) stake by 17% in Q2 2026, selling an estimated $42.6K and leaving 4,502 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #745.

Nations Financial Group first reported a position in OCTT in Q1 2023 and has held it in 14 quarters since. The position peaked at $314K in Q3 2025. 9 funds tracked by Wall St. Rank hold OCTT as of Q2 2026.

  • Nations Financial Group held 4,502 shares of AllianzIM U.S. Equity Buffer10 Oct ETF worth $210K as of Q2 2026.
  • Nations Financial Group sold 937 AllianzIM U.S. Equity Buffer10 Oct ETF shares in Q2 2026, an estimated $42.6K.
  • AllianzIM U.S. Equity Buffer10 Oct ETF made up 0.01% of Nations Financial Group's portfolio in Q2 2026, its #745 holding.
  • Nations Financial Group first reported a position in AllianzIM U.S. Equity Buffer10 Oct ETF in Q1 2023 and has held it in 14 quarters since.
  • Nations Financial Group's AllianzIM U.S. Equity Buffer10 Oct ETF position peaked at $314K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Oct ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.