T
OCTT icon

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

TRUADVICE’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
2021
Q4 		– Sell
-9,297
Closed -$280K – 114
2021
Q3 		$280K Hold
9,297
– – 0.26% 93
2021
Q2 		$266K Hold
9,297
– – 0.06% 260
2021
Q1 		$262K Hold
9,297
– – 0.08% 223
2020
Q4 		$247K Buy
+9,297
New +$241K 0.08% 241

Other funds holding OCTT

AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

TRUADVICE's OCTT Position: Q4 2021 in Review

TRUADVICE sold out of AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) in Q4 2021, closing a stake of 9,297 shares — an estimated $280K sold.

TRUADVICE first reported a position in OCTT in Q4 2020 and held it in 4 quarters. The position peaked at $280K in Q3 2021. 9 funds tracked by Wall St. Rank hold OCTT as of Q4 2021.

  • TRUADVICE reported no remaining AllianzIM U.S. Equity Buffer10 Oct ETF position as of Q4 2021 after selling out during the quarter.
  • TRUADVICE sold 9,297 AllianzIM U.S. Equity Buffer10 Oct ETF shares in Q4 2021, an estimated $280K.
  • TRUADVICE first reported a position in AllianzIM U.S. Equity Buffer10 Oct ETF in Q4 2020 and held it in 4 quarters.
  • TRUADVICE's AllianzIM U.S. Equity Buffer10 Oct ETF position peaked at $280K in Q3 2021.
  • 9 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Oct ETF as of Q4 2021.

Based on TRUADVICE's 13F filing for Q4 2021, filed 9 Feb 2022.