SWM
OCTT icon

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
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

SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Spire Wealth Management's OCTT Position: Q2 2026 in Review

Spire Wealth Management held its AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) position steady in Q2 2026 at 5,705 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #704.

Spire Wealth Management first reported a position in OCTT in Q4 2023 and has held it in 11 quarters since. The position peaked at $733K in Q4 2023. 9 funds tracked by Wall St. Rank hold OCTT as of Q2 2026.

  • Spire Wealth Management held 5,705 shares of AllianzIM U.S. Equity Buffer10 Oct ETF worth $266K as of Q2 2026.
  • Spire Wealth Management left its AllianzIM U.S. Equity Buffer10 Oct ETF share count unchanged in Q2 2026.
  • AllianzIM U.S. Equity Buffer10 Oct ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #704 holding.
  • Spire Wealth Management first reported a position in AllianzIM U.S. Equity Buffer10 Oct ETF in Q4 2023 and has held it in 11 quarters since.
  • Spire Wealth Management's AllianzIM U.S. Equity Buffer10 Oct ETF position peaked at $733K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Oct ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.