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SMART Wealth’s AllianzIM U.S. Large Cap 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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.42M Sell
110,046
-5,552
-5% -$223K 1.39% 23
2025
Q1 		$4.3M Buy
115,598
+19,815
+21% +$738K 1.54% 19
2024
Q4 		$3.66M Buy
+95,783
New +$3.66M 1.3% 22