Panoramic Investment Advisors’s AllianzIM U.S. Large Cap Buffer10 Oct ETF OCTT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | +$497K | 0.34% | 66 |
|
|
2024
Q1 | $494K | Hold |
13,750
| – | – | 0.36% | 63 |
|
|
2023
Q4 | $470K | Buy |
13,750
+250
| +2% | +$8.54K | 0.41% | 60 |
|
|
2023
Q3 | $427K | Buy |
+13,500
| New | +$427K | 0.39% | 60 |
|
|
2022
Q4 | $381K | Buy |
+13,500
| New | +$381K | 0.39% | 59 |
|