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WealthPlan Investment Management’s AllianzIM U.S. Equity Buffer10 Oct ETF OCTT Stock Holding History

WealthPlan Investment 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
2025
Q3 		– Sell
-224,727
Closed -$9.02M – 355
2025
Q2 		$9.02M Buy
+224,727
New +$8.51M 0.66% 55
2025
Q1 		– Sell
-175,022
Closed -$6.69M – 279
2024
Q4 		$6.69M Buy
+175,022
New +$6.68M 0.66% 55

Other funds holding OCTT

SL
Sentinus LLC Oak Brook, Illinois $1.25B AUM 22.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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 $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $802M AUM 22.13% 1-Year Est. Return
PIA
Panoramic Investment Advisors Denver, Colorado $209M AUM 21.65% 1-Year Est. Return

WealthPlan Investment Management's OCTT Position: Q3 2025 in Review

WealthPlan Investment Management sold out of AllianzIM U.S. Equity Buffer10 Oct ETF (OCTT) in Q3 2025, closing a stake of 224,727 shares — an estimated $9.02M sold.

WealthPlan Investment Management first reported a position in OCTT in Q4 2024 and held it in 2 quarters. The position peaked at $9.02M in Q2 2025. 32 funds tracked by Wall St. Rank hold OCTT as of Q3 2025.

  • WealthPlan Investment Management reported no remaining AllianzIM U.S. Equity Buffer10 Oct ETF position as of Q3 2025 after selling out during the quarter.
  • WealthPlan Investment Management sold 224,727 AllianzIM U.S. Equity Buffer10 Oct ETF shares in Q3 2025, an estimated $9.02M.
  • WealthPlan Investment Management first reported a position in AllianzIM U.S. Equity Buffer10 Oct ETF in Q4 2024 and held it in 2 quarters.
  • WealthPlan Investment Management's AllianzIM U.S. Equity Buffer10 Oct ETF position peaked at $9.02M in Q2 2025.
  • 32 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Oct ETF as of Q3 2025.

Based on WealthPlan Investment Management's 13F filing for Q3 2025, filed 27 Oct 2025.