AE Wealth Management’s AllianzIM U.S. Equity Buffer10 Dec ETF DECT Stock Holding History

AE Wealth Management’s Portfolio DECT Stock Details DECT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$53.1M	Sell	1,493,774 -19,395	-1%	-$709K	0.29%	89
2025 Q4	$55.5M	Sell	1,513,169 -38,884	-3%	-$1.4M	0.32%	81
2025 Q3	$55M	Sell	1,552,053 -11,305	-0.7%	-$388K	0.35%	70
2025 Q2	$52.2M	Sell	1,563,358 -11,439	-0.7%	-$360K	0.38%	63
2025 Q1	$48.8M	Buy	1,574,797 +2,329	+0.1%	+$74.5K	0.41%	58
2024 Q4	$50.1M	Buy	1,572,468 +1,564,759	+20,298%	+$50.4M	0.43%	54
2024 Q3	$246K	Sell	7,709 -2,586	-25%	-$81K	﹤0.01%	1101
2024 Q2	$320K	Sell	10,295 -795,882	-99%	-$24.1M	﹤0.01%	1009
2024 Q1	$24.3M	Sell	806,177 -64,592	-7%	-$1.89M	0.27%	90
2023 Q4	$25.2M	Buy	870,769 +441,507	+103%	+$12M	0.13%	178
2023 Q3	$11.3M	Buy	429,262 +92,070	+27%	+$2.5M	0.07%	352
2023 Q2	$9.16M	Sell	337,192 -13,288	-4%	-$344K	0.06%	385
2023 Q1	$8.9M	Buy	350,480 +27,977	+9%	+$695K	0.06%	369
2022 Q4	$7.74M	Buy	+322,503	New	+$7.83M	0.06%	372

Other funds holding DECT

FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

FWG Investments Lexington, Kentucky $157M AUM 15.2% 1-Year Est. Return

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

Raymond James Financial

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services

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

Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return