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

SMART 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
Q3 		– Sell
-110,046
Closed -$4.42M – 169
2025
Q2 		$4.42M Sell
110,046
-5,552
-5% -$210K 1.39% 23
2025
Q1 		$4.3M Buy
115,598
+19,815
+21% +$760K 1.54% 19
2024
Q4 		$3.66M Buy
+95,783
New +$3.66M 1.3% 22

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SNWA
Siligmueller & Norvid Wealth Advisors Glen Ellyn, Illinois $222M AUM 10.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
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

SMART Wealth's OCTT Position: Q3 2025 in Review

SMART Wealth sold out of AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) in Q3 2025, closing a stake of 110,046 shares — an estimated $4.42M sold.

SMART Wealth first reported a position in OCTT in Q4 2024 and held it in 3 quarters. The position peaked at $4.42M in Q2 2025. 32 funds tracked by Wall St. Rank hold OCTT as of Q3 2025.

  • SMART Wealth reported no remaining AllianzIM U.S. Equity Buffer10 Oct ETF position as of Q3 2025 after selling out during the quarter.
  • SMART Wealth sold 110,046 AllianzIM U.S. Equity Buffer10 Oct ETF shares in Q3 2025, an estimated $4.42M.
  • SMART Wealth first reported a position in AllianzIM U.S. Equity Buffer10 Oct ETF in Q4 2024 and held it in 3 quarters.
  • SMART Wealth's AllianzIM U.S. Equity Buffer10 Oct ETF position peaked at $4.42M in Q2 2025.
  • 32 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Oct ETF as of Q3 2025.

Based on SMART Wealth's 13F filing for Q3 2025, filed 7 Nov 2025.