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OCTT — ALLIANZIM US LC BUFFER10 OCT

Reported value held$928.56K
Funds holding (latest)3
Sector—

OCTT (ALLIANZIM US LC BUFFER10 OCT) is tracked on HoldingsHub across five years of quarterly 13F filings. 3 funds have reported positions historically, with the sum of their latest reported stakes valued at $928.56K. No fund in our coverage reported a position in the latest filing period, which typically means the stock has fallen out of the tracked funds' portfolios rather than that it cannot be bought.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q4 2025 — 1 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 114 $4.96K 0.00% New

Q3 2025 — 2 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 12.07K $514.45K 0.00% Add
JPMorgan Chase & Co history 9.60K $409.15K 0.00% New

Q2 2025 — 1 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 11.47K $460.49K 0.00% Add

Q1 2025 — 2 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 11.11K $413.55K 0.00% Reduce
JPMorgan Chase & Co history 50 $1.86K 0.00% Reduce

Q4 2024 — 2 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 12.76K $487.72K 0.00% Add
JPMorgan Chase & Co history 71 $2.71K 0.00% Hold

Q3 2024 — 3 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 7.99K $299.86K 0.00% New
UBS Group AG history 127 $4.77K 0.00% Reduce
JPMorgan Chase & Co history 71 $2.66K 0.00% Hold

New Positions (latest)

No fund opened a new position this quarter.

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 3 funds)

FundQ4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q2 2022Q1 2022Q4 2021
UBS Group AG 114 — — — — 127 1.41K — 220 — 1.65K 2.51K 1.56K 208 1.16K 646
Citadel Advisors — 12.07K 11.47K 11.11K 12.76K 7.99K — — 16.43K 11.56K — — — — — —
JPMorgan Chase & Co — 9.60K — 50 71 71 71 71 — — — 1.47K — — — —

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