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OCTTOCTT
11 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in ALLIANZIM US LC BUFFER10 OCT

AE Wealth Management LLC holds 2,596 shares of OCTT (ALLIANZIM US LC BUFFER10 OCT), worth $120,976 as of 2026-Q2. The position was decreased (-39.0% shares). OCTT represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$120,976

Current Shares

2,596

Total Value Change

-$5M

Total Shares Change

-190,127

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
2,596
-39.0%
$120,9760.0%$46.60
0
2026-Q1
Decreased
4,252
-13.7%
$179,9480.0%$42.32
0
2025-Q4
Decreased
4,925
-34.7%
$214,2950.0%$43.51
0
2025-Q3
Decreased
7,546
-99.5%
$321,5730.0%$42.62
0
2025-Q2
Decreased
1.7M
-1.6%
$67.6M0.5%$40.14
0
2025-Q1
Decreased
1.7M
-0.5%
$63.8M0.5%$37.22
0
2024-Q4
New
1.7M
-
$65.8M0.6%$38.22
58
2023-Q2
Exited
0
-100.0%
$00.0%$32.25
0
2023-Q1
Increased
481,297
+24.1%
$14.5M0.1%$30.06
34
2022-Q4
Increased
387,885
+101.3%
$11M0.1%$28.25
45
2022-Q3
New
192,723
-
$5.1M0.0%$26.71
37

Other major holders of OCTT: OSAIC HOLDINGS, INC., COMMONWEALTH EQUITY SERVICES, LLC

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