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Simplicity Solutions’s AllianzIM U.S. Equity Buffer10 Oct ETF OCTT Stock Holding History

Simplicity Solutions’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
2023
Q4 		$421K Hold
12,310
– – 0.01% 727
2023
Q3 		$389K Hold
12,310
– – 0.01% 673
2023
Q2 		$397K Buy
+12,310
New +$379K 0.01% 735

Other funds holding OCTT

AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 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
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
PIA
Panoramic Investment Advisors Denver, Colorado $185M AUM 18.14% 1-Year Est. Return

Simplicity Solutions's OCTT Position: Q4 2023 in Review

Simplicity Solutions held its AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) position steady in Q4 2023 at 12,310 shares worth $421K. The position accounts for 0.01% of the portfolio, ranked #727.

Simplicity Solutions first reported a position in OCTT in Q2 2023 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold OCTT as of Q4 2023.

  • Simplicity Solutions held 12,310 shares of AllianzIM U.S. Equity Buffer10 Oct ETF worth $421K as of Q4 2023.
  • Simplicity Solutions left its AllianzIM U.S. Equity Buffer10 Oct ETF share count unchanged in Q4 2023.
  • AllianzIM U.S. Equity Buffer10 Oct ETF made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #727 holding.
  • Simplicity Solutions first reported a position in AllianzIM U.S. Equity Buffer10 Oct ETF in Q2 2023 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Oct ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.