SW
OCTT icon

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

Simplicity 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
2024
Q3 		– Sell
-12,310
Closed -$453K – 980
2024
Q2 		$453K Hold
12,310
– – 0.01% 795
2024
Q1 		$442K Buy
+12,310
New +$431K 0.01% 783

Other funds holding OCTT

AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Simplicity Wealth's OCTT Position: Q3 2024 in Review

Simplicity Wealth sold out of AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) in Q3 2024, closing a stake of 12,310 shares — an estimated $453K sold.

Simplicity Wealth first reported a position in OCTT in Q1 2024 and held it in 2 quarters. The position peaked at $453K in Q2 2024. 25 funds tracked by Wall St. Rank hold OCTT as of Q3 2024.

  • Simplicity Wealth reported no remaining AllianzIM U.S. Equity Buffer10 Oct ETF position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 12,310 AllianzIM U.S. Equity Buffer10 Oct ETF shares in Q3 2024, an estimated $453K.
  • Simplicity Wealth first reported a position in AllianzIM U.S. Equity Buffer10 Oct ETF in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's AllianzIM U.S. Equity Buffer10 Oct ETF position peaked at $453K in Q2 2024.
  • 25 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Oct ETF as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.