Panoramic Investment Advisors’s AllianzIM U.S. Equity Buffer10 Oct ETF OCTT Stock Holding History

Panoramic Investment Advisors’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	$561K	Hold	13,250	–	–	0.3%	73
2025 Q4	$577K	Hold	13,250	–	–	0.31%	67
2025 Q3	$565K	Hold	13,250	–	–	0.32%	64
2025 Q2	$532K	Hold	13,250	–	–	0.33%	62
2025 Q1	$493K	Hold	13,250	–	–	0.33%	65
2024 Q4	$506K	Hold	13,250	–	–	0.33%	67
2024 Q3	$497K	Buy	+13,250	New	+$492K	0.34%	66
2024 Q1	$494K	Hold	13,750	–	–	0.36%	63
2023 Q4	$470K	Buy	13,750 +250	+2%	+$8.16K	0.41%	60
2023 Q3	$427K	Buy	+13,500	New	+$438K	0.39%	60
2022 Q4	$381K	Buy	+13,500	New	+$379K	0.39%	59

Other funds holding OCTT

Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Panoramic Investment Advisors's OCTT Position: Q1 2026 in Review

Panoramic Investment Advisors held its AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) position steady in Q1 2026 at 13,250 shares worth $561K. The position accounts for 0.3% of the portfolio, ranked #73.

Panoramic Investment Advisors first reported a position in OCTT in Q4 2022 and has held it in 11 quarters since. The position peaked at $577K in Q4 2025. 31 funds tracked by Wall St. Rank hold OCTT as of Q1 2026.

Panoramic Investment Advisors held 13,250 shares of AllianzIM U.S. Equity Buffer10 Oct ETF worth $561K as of Q1 2026.
Panoramic Investment Advisors left its AllianzIM U.S. Equity Buffer10 Oct ETF share count unchanged in Q1 2026.
AllianzIM U.S. Equity Buffer10 Oct ETF made up 0.3% of Panoramic Investment Advisors's portfolio in Q1 2026, its #73 holding.
Panoramic Investment Advisors first reported a position in AllianzIM U.S. Equity Buffer10 Oct ETF in Q4 2022 and has held it in 11 quarters since.
Panoramic Investment Advisors's AllianzIM U.S. Equity Buffer10 Oct ETF position peaked at $577K in Q4 2025.
31 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Oct ETF as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.