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Patriot Financial Group Insurance Agency’s AllianzIM U.S. Equity Buffer10 Oct ETF OCTT Stock Holding History

Patriot Financial Group Insurance Agency’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
Q2 		$298K Sell
6,386
-6,386
-50% -$290K 0.03% 389
2026
Q1 		$541K Buy
12,772
+6,386
+100% +$278K 0.03% 421
2025
Q4 		$278K Hold
6,386
– – 0.03% 401
2025
Q3 		$272K Hold
6,386
– – 0.03% 400
2025
Q2 		$256K Hold
6,386
– – 0.03% 441
2025
Q1 		$238K Buy
+6,386
New +$245K 0.03% 423

Other funds holding OCTT

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Patriot Financial Group Insurance Agency's OCTT Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) stake by 50% in Q2 2026, selling an estimated $290K and leaving 6,386 shares worth $298K. The position accounts for 0.03% of the portfolio, ranked #389.

Patriot Financial Group Insurance Agency first reported a position in OCTT in Q1 2025 and has held it in 6 quarters since. The position peaked at $541K in Q1 2026. 19 funds tracked by Wall St. Rank hold OCTT as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 6,386 shares of AllianzIM U.S. Equity Buffer10 Oct ETF worth $298K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 6,386 AllianzIM U.S. Equity Buffer10 Oct ETF shares in Q2 2026, an estimated $290K.
  • AllianzIM U.S. Equity Buffer10 Oct ETF made up 0.03% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #389 holding.
  • Patriot Financial Group Insurance Agency first reported a position in AllianzIM U.S. Equity Buffer10 Oct ETF in Q1 2025 and has held it in 6 quarters since.
  • Patriot Financial Group Insurance Agency's AllianzIM U.S. Equity Buffer10 Oct ETF position peaked at $541K in Q1 2026.
  • 19 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Oct ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.