Access Financial Services’s AllianzIM U.S. Equity Buffer20 Dec ETF DECW Stock Holding History

Access Financial Services’s Portfolio DECW Stock Details DECW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.84M	Sell	220,052 -24,800	-10%	-$870K	2.57%	9
2026 Q1	$8.18M	Buy	244,852 +21,531	+10%	+$731K	2.9%	8
2025 Q4	$7.58M	Buy	223,321 +4,107	+2%	+$137K	2.76%	8
2025 Q3	$7.23M	Sell	219,214 -430,292	-66%	-$13.9M	2.62%	8
2025 Q2	$20.5M	Sell	649,506 -108,706	-14%	-$3.3M	7.76%	4
2025 Q1	$22.7M	Buy	758,212 +441,340	+139%	+$13.5M	9.13%	3
2024 Q4	$9.64M	Buy	+316,872	New	+$9.67M	4.29%	5

Other funds holding DECW

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AWMI

Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Access Financial Services's DECW Position: Q2 2026 in Review

Access Financial Services reduced its AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) stake by 10% in Q2 2026, selling an estimated $870K and leaving 220,052 shares worth $7.84M. The position accounts for 2.57% of the portfolio, ranked #9.

Access Financial Services first reported a position in DECW in Q4 2024 and has held it in 7 quarters since. The position peaked at $22.7M in Q1 2025. 13 funds tracked by Wall St. Rank hold DECW as of Q2 2026.

Access Financial Services held 220,052 shares of AllianzIM U.S. Equity Buffer20 Dec ETF worth $7.84M as of Q2 2026.
Access Financial Services sold 24,800 AllianzIM U.S. Equity Buffer20 Dec ETF shares in Q2 2026, an estimated $870K.
AllianzIM U.S. Equity Buffer20 Dec ETF made up 2.57% of Access Financial Services's portfolio in Q2 2026, its #9 holding.
Access Financial Services first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q4 2024 and has held it in 7 quarters since.
Access Financial Services's AllianzIM U.S. Equity Buffer20 Dec ETF position peaked at $22.7M in Q1 2025.
13 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q2 2026.

Based on Access Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.