Raymond James Financial
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Raymond James Financial’s AllianzIM U.S. Equity Buffer10 Oct ETF OCTT Stock Holding History

Raymond James Financial’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 		$3.53M Buy
83,334
+75
+0.1% +$3.26K ﹤0.01% 2887
2025
Q4 		$3.62M Buy
83,259
+16,712
+25% +$719K ﹤0.01% 2770
2025
Q3 		$2.84M Buy
66,547
+60,647
+1,028% +$2.5M ﹤0.01% 2904
2025
Q2 		$237K Sell
5,900
-65
-1% -$2.46K ﹤0.01% 4432
2025
Q1 		$222K Sell
5,965
-53
-0.9% -$2.03K ﹤0.01% 4366
2024
Q4 		$230K Buy
+6,018
New +$230K ﹤0.01% 4322

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 $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Raymond James Financial's OCTT Position: Q1 2026 in Review

Raymond James Financial increased its AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) stake by 0.09% in Q1 2026, buying an estimated $3.26K and bringing the position to 83,334 shares worth $3.53M. The position accounts for ﹤0.01% of the portfolio, ranked #2887.

Raymond James Financial first reported a position in OCTT in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.62M in Q4 2025. 31 funds tracked by Wall St. Rank hold OCTT as of Q1 2026.

  • Raymond James Financial held 83,334 shares of AllianzIM U.S. Equity Buffer10 Oct ETF worth $3.53M as of Q1 2026.
  • Raymond James Financial bought 75 AllianzIM U.S. Equity Buffer10 Oct ETF shares in Q1 2026, an estimated $3.26K.
  • AllianzIM U.S. Equity Buffer10 Oct ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2887 holding.
  • Raymond James Financial first reported a position in AllianzIM U.S. Equity Buffer10 Oct ETF in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's AllianzIM U.S. Equity Buffer10 Oct ETF position peaked at $3.62M in Q4 2025.
  • 31 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Oct ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.