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

AE 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
2026 Q3	$33.7M	Buy	921,912 +24,363	+3%	+$880K	0.15%	145
2026 Q2	$32M	Buy	897,549 +10,813	+1%	+$379K	0.15%	142
2026 Q1	$29.6M	Sell	886,736 -490	-0.1%	-$16.6K	0.16%	144
2025 Q4	$30.1M	Sell	887,226 -2,287,415	-72%	-$76.5M	0.17%	129
2025 Q3	$105M	Sell	3,174,641 -370,295	-10%	-$11.9M	0.67%	27
2025 Q2	$112M	Buy	3,544,936 +54,896	+2%	+$1.66M	0.82%	22
2025 Q1	$105M	Buy	3,490,040 +79,340	+2%	+$2.42M	0.88%	17
2024 Q4	$104M	Buy	3,410,700 +3,324,329	+3,849%	+$101M	0.88%	17
2024 Q3	$2.62M	Sell	86,371 -6,385	-7%	-$191K	0.02%	459
2024 Q2	$2.75M	Sell	92,756 -3,801	-4%	-$111K	0.03%	449
2024 Q1	$2.8M	Sell	96,557 -592,453	-86%	-$16.9M	0.03%	414
2023 Q4	$19.5M	Buy	689,010 +182,124	+36%	+$4.94M	0.1%	233
2023 Q3	$13.3M	Sell	506,886 -826,723	-62%	-$22.3M	0.08%	306
2023 Q2	$35.8M	Buy	1,333,609 +58,356	+5%	+$1.51M	0.22%	94
2023 Q1	$32.6M	Buy	1,275,253 +123,436	+11%	+$3.1M	0.21%	104
2022 Q4	$28.1M	Buy	+1,151,817	New	+$28.3M	0.2%	108

Other funds holding DECW

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return

Access Financial Services Minneapolis, Minnesota $300M AUM 11.91% 1-Year Est. Return

PIS

POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

FSR Wealth Management Elmhurst, Illinois $92.9M AUM 8.54% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return

AE Wealth Management's DECW Position: Q3 2026 in Review

AE Wealth Management increased its AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) stake by 2.7% in Q3 2026, buying an estimated $880K and bringing the position to 921,912 shares worth $33.7M. The position accounts for 0.15% of the portfolio, ranked #145.

AE Wealth Management first reported a position in DECW in Q4 2022 and has held it in 16 quarters since. The position peaked at $112M in Q2 2025. 69 funds tracked by Wall St. Rank hold DECW as of Q3 2026.

AE Wealth Management held 921,912 shares of AllianzIM U.S. Equity Buffer20 Dec ETF worth $33.7M as of Q3 2026.
AE Wealth Management bought 24,363 AllianzIM U.S. Equity Buffer20 Dec ETF shares in Q3 2026, an estimated $880K.
AllianzIM U.S. Equity Buffer20 Dec ETF made up 0.15% of AE Wealth Management's portfolio in Q3 2026, its #145 holding.
AE Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q4 2022 and has held it in 16 quarters since.
AE Wealth Management's AllianzIM U.S. Equity Buffer20 Dec ETF position peaked at $112M in Q2 2025.
69 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q3 2026.

Based on AE Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.