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Advus Financial Partners’s AllianzIM U.S. Equity Buffer20 Dec ETF DECW Stock Holding History

Advus Financial Partners’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
Q3 		$415K Hold
11,355
– – 0.12% 98
2026
Q2 		$405K Buy
+11,355
New +$398K 0.12% 96

Other funds holding DECW

PIS
POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
IWMO
Integrated Wealth Management (Ohio) Uniontown, Ohio $102M AUM 14.25% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Cypress Wealth Services
Cypress Wealth Services Palm Desert, California $848M AUM 19.63% 1-Year Est. Return
Mosley Wealth Management
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
Long Island Wealth Management
Long Island Wealth Management Melville, New York $256M AUM 12.83% 1-Year Est. Return

Advus Financial Partners's DECW Position: Q3 2026 in Review

Advus Financial Partners held its AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) position steady in Q3 2026 at 11,355 shares worth $415K. The position accounts for 0.12% of the portfolio, ranked #98.

Advus Financial Partners first reported a position in DECW in Q2 2026 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold DECW as of Q3 2026.

  • Advus Financial Partners held 11,355 shares of AllianzIM U.S. Equity Buffer20 Dec ETF worth $415K as of Q3 2026.
  • Advus Financial Partners left its AllianzIM U.S. Equity Buffer20 Dec ETF share count unchanged in Q3 2026.
  • AllianzIM U.S. Equity Buffer20 Dec ETF made up 0.12% of Advus Financial Partners's portfolio in Q3 2026, its #98 holding.
  • Advus Financial Partners first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q2 2026 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q3 2026.

Based on Advus Financial Partners's 13F filing for Q3 2026, filed 20 Oct 2026.