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

Siligmueller & Norvid Wealth Advisors’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	$3.02M	Buy	+70,964	New	+$2.93M	1.36%	21

Other funds holding OCTT

Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's OCTT Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors opened a new position in AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) in Q3 2025: 70,964 shares worth $3.02M. The stake represents 1.36% of the portfolio and ranks #21 among its holdings.

32 funds tracked by Wall St. Rank hold OCTT as of Q3 2025.

Siligmueller & Norvid Wealth Advisors held 70,964 shares of AllianzIM U.S. Equity Buffer10 Oct ETF worth $3.02M as of Q3 2025.
AllianzIM U.S. Equity Buffer10 Oct ETF was a new Siligmueller & Norvid Wealth Advisors position in Q3 2025.
AllianzIM U.S. Equity Buffer10 Oct ETF made up 1.36% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #21 holding.
32 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Oct ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.