Accurate Wealth Management’s AllianzIM U.S. Equity Buffer20 Dec ETF DECW Stock Holding History

Accurate Wealth Management’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
2025 Q4	–	Sell	-7,380	Closed	-$243K	–	512
2025 Q3	$243K	Buy	7,380 +1,021	+16%	+$32.9K	0.03%	436
2025 Q2	$202K	Sell	6,359 -854	-12%	-$25.9K	0.03%	433
2025 Q1	$211K	Hold	7,213	–	–	0.04%	356
2024 Q4	$218K	Buy	7,213 +600	+9%	+$18.3K	0.04%	353
2024 Q3	$201K	Buy	+6,613	New	+$198K	0.04%	370
2024 Q1	–	Sell	-7,859	Closed	-$224K	–	291
2023 Q4	$224K	Sell	7,859 -1,672	-18%	-$45.3K	0.07%	247
2023 Q3	$254K	Sell	9,531 -566	-6%	-$15.3K	0.08%	219
2023 Q2	$274K	Buy	+10,097	New	+$262K	0.09%	210

Other funds holding DECW

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

AWA

Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

AAM

American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Accurate Wealth Management's DECW Position: Q4 2025 in Review

Accurate Wealth Management sold out of AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) in Q4 2025, closing a stake of 7,380 shares — an estimated $243K sold.

Accurate Wealth Management first reported a position in DECW in Q2 2023 and held it in 8 quarters. The position peaked at $274K in Q2 2023. 74 funds tracked by Wall St. Rank hold DECW as of Q4 2025.

Accurate Wealth Management reported no remaining AllianzIM U.S. Equity Buffer20 Dec ETF position as of Q4 2025 after selling out during the quarter.
Accurate Wealth Management sold 7,380 AllianzIM U.S. Equity Buffer20 Dec ETF shares in Q4 2025, an estimated $243K.
Accurate Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q2 2023 and held it in 8 quarters.
Accurate Wealth Management's AllianzIM U.S. Equity Buffer20 Dec ETF position peaked at $274K in Q2 2023.
74 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q4 2025.

Based on Accurate Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.