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Signal Advisors Wealth’s AllianzIM U.S. Equity Buffer10 Oct ETF OCTT Stock Holding History

Signal Advisors Wealth’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
Q4 		– Sell
-5,472
Closed -$233K – 524
2025
Q3 		$233K Sell
5,472
-2,891
-35% -$119K 0.02% 407
2025
Q2 		$336K Buy
+8,363
New +$317K 0.03% 355

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Signal Advisors Wealth's OCTT Position: Q4 2025 in Review

Signal Advisors Wealth sold out of AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) in Q4 2025, closing a stake of 5,472 shares — an estimated $233K sold.

Signal Advisors Wealth first reported a position in OCTT in Q2 2025 and held it in 2 quarters. The position peaked at $336K in Q2 2025. 35 funds tracked by Wall St. Rank hold OCTT as of Q4 2025.

  • Signal Advisors Wealth reported no remaining AllianzIM U.S. Equity Buffer10 Oct ETF position as of Q4 2025 after selling out during the quarter.
  • Signal Advisors Wealth sold 5,472 AllianzIM U.S. Equity Buffer10 Oct ETF shares in Q4 2025, an estimated $233K.
  • Signal Advisors Wealth first reported a position in AllianzIM U.S. Equity Buffer10 Oct ETF in Q2 2025 and held it in 2 quarters.
  • Signal Advisors Wealth's AllianzIM U.S. Equity Buffer10 Oct ETF position peaked at $336K in Q2 2025.
  • 35 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Oct ETF as of Q4 2025.

Based on Signal Advisors Wealth's 13F filing for Q4 2025, filed 13 Jan 2026.