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

Spire Wealth Management’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
2026 Q3	$277K	Hold	5,705	–	–	0.01%	668
2026 Q2	$266K	Hold	5,705	–	–	0.01%	704
2026 Q1	$241K	Sell	5,705 -1	-0%	-$43	0.01%	725
2025 Q4	$248K	Buy	5,706 +585	+11%	+$25.2K	0.01%	736
2025 Q3	$218K	Sell	5,121 -2,356	-32%	-$97.3K	0.01%	760
2025 Q2	$300K	Sell	7,477 -4,958	-40%	-$188K	0.01%	645
2025 Q1	$463K	Sell	12,435 -6,736	-35%	-$258K	0.01%	580
2024 Q4	$733K	Buy	19,171 +2,895	+18%	+$110K	0.02%	467
2024 Q3	$611K	Sell	16,276 -1,260	-7%	-$46.8K	0.02%	480
2024 Q2	$645K	Buy	17,536 +2	+0%	+$72	0.02%	430
2024 Q1	$630K	Sell	17,534 -3,696	-17%	-$130K	0.01%	463
2023 Q4	$733K	Buy	+21,230	New	+$693K	0.02%	431

Other funds holding OCTT

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

Compass Financial Management Tampa, Florida $926M AUM

Spire Wealth Management's OCTT Position: Q3 2026 in Review

Spire Wealth Management held its AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) position steady in Q3 2026 at 5,705 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #668.

Spire Wealth Management first reported a position in OCTT in Q4 2023 and has held it in 12 quarters since. The position peaked at $733K in Q4 2023. 12 funds tracked by Wall St. Rank hold OCTT as of Q3 2026.

Spire Wealth Management held 5,705 shares of AllianzIM U.S. Equity Buffer10 Oct ETF worth $277K as of Q3 2026.
Spire Wealth Management left its AllianzIM U.S. Equity Buffer10 Oct ETF share count unchanged in Q3 2026.
AllianzIM U.S. Equity Buffer10 Oct ETF made up 0.01% of Spire Wealth Management's portfolio in Q3 2026, its #668 holding.
Spire Wealth Management first reported a position in AllianzIM U.S. Equity Buffer10 Oct ETF in Q4 2023 and has held it in 12 quarters since.
Spire Wealth Management's AllianzIM U.S. Equity Buffer10 Oct ETF position peaked at $733K in Q4 2023.
12 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Oct ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.