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Navis Wealth Advisors’s AllianzIM U.S. Large Cap Buffer10 Oct ETF OCTT Stock Holding History

Navis Wealth Advisors’s Portfolio OCTT Stock Details OCTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$346K Sell
8,621
-700
-8% -$28.1K 0.29% 76
2025
Q1 		$347K Buy
9,321
+3,937
+73% +$147K 0.34% 69
2024
Q4 		$206K Buy
+5,384
New +$206K 0.22% 94