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 Q3	$225K	Buy	4,633 +131	+3%	+$6.22K	0.01%	718
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

Nations Financial Group's OCTT Position: Q3 2026 in Review

Nations Financial Group increased its AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) stake by 2.9% in Q3 2026, buying an estimated $6.22K and bringing the position to 4,633 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #718.

Nations Financial Group first reported a position in OCTT in Q1 2023 and has held it in 15 quarters since. The position peaked at $314K in Q3 2025. 16 funds tracked by Wall St. Rank hold OCTT as of Q3 2026.

Nations Financial Group held 4,633 shares of AllianzIM U.S. Equity Buffer10 Oct ETF worth $225K as of Q3 2026.
Nations Financial Group bought 131 AllianzIM U.S. Equity Buffer10 Oct ETF shares in Q3 2026, an estimated $6.22K.
AllianzIM U.S. Equity Buffer10 Oct ETF made up 0.01% of Nations Financial Group's portfolio in Q3 2026, its #718 holding.
Nations Financial Group first reported a position in AllianzIM U.S. Equity Buffer10 Oct ETF in Q1 2023 and has held it in 15 quarters since.
Nations Financial Group's AllianzIM U.S. Equity Buffer10 Oct ETF position peaked at $314K in Q3 2025.
16 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Oct ETF as of Q3 2026.

Based on Nations Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.