Q1WB
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Quest 10 Wealth Builders’s AllianzIM U.S. Equity Buffer10 Oct ETF OCTT Stock Holding History

Quest 10 Wealth Builders’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
2025
Q3 		– Sell
-30,176
Closed -$1.21M – 897
2025
Q2 		$1.21M Buy
30,176
+2,617
+9% +$99K 1.18% 19
2025
Q1 		$1.03M Buy
27,559
+827
+3% +$31.7K 1.1% 22
2024
Q4 		$1.02M Buy
+26,732
New +$1.02M 1.02% 23

Other funds holding OCTT

SL
Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SNWA
Siligmueller & Norvid Wealth Advisors Glen Ellyn, Illinois $222M AUM 10.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
PIA
Panoramic Investment Advisors Denver, Colorado $185M AUM 18.14% 1-Year Est. Return

Quest 10 Wealth Builders's OCTT Position: Q3 2025 in Review

Quest 10 Wealth Builders sold out of AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) in Q3 2025, closing a stake of 30,176 shares — an estimated $1.21M sold.

Quest 10 Wealth Builders first reported a position in OCTT in Q4 2024 and held it in 3 quarters. The position peaked at $1.21M in Q2 2025. 32 funds tracked by Wall St. Rank hold OCTT as of Q3 2025.

  • Quest 10 Wealth Builders reported no remaining AllianzIM U.S. Equity Buffer10 Oct ETF position as of Q3 2025 after selling out during the quarter.
  • Quest 10 Wealth Builders sold 30,176 AllianzIM U.S. Equity Buffer10 Oct ETF shares in Q3 2025, an estimated $1.21M.
  • Quest 10 Wealth Builders first reported a position in AllianzIM U.S. Equity Buffer10 Oct ETF in Q4 2024 and held it in 3 quarters.
  • Quest 10 Wealth Builders's AllianzIM U.S. Equity Buffer10 Oct ETF position peaked at $1.21M in Q2 2025.
  • 32 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Oct ETF as of Q3 2025.

Based on Quest 10 Wealth Builders's 13F filing for Q3 2025, filed 20 Oct 2025.