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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$367K Hold
2025
Q2
$346K Sell
2025
Q1
$347K Buy
2024
Q4
$206K Buy