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 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 $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AFS

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

PIS

POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return

AAM

American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

FWM

FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return

SWM

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

AE Wealth Management's DECW Position: Q2 2026 in Review

AE Wealth Management increased its AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) stake by 1.2% in Q2 2026, buying an estimated $379K and bringing the position to 897,549 shares worth $32M. The position accounts for 0.15% of the portfolio, ranked #142.

AE Wealth Management first reported a position in DECW in Q4 2022 and has held it in 15 quarters since. The position peaked at $112M in Q2 2025. 55 funds tracked by Wall St. Rank hold DECW as of Q2 2026.

AE Wealth Management held 897,549 shares of AllianzIM U.S. Equity Buffer20 Dec ETF worth $32M as of Q2 2026.
AE Wealth Management bought 10,813 AllianzIM U.S. Equity Buffer20 Dec ETF shares in Q2 2026, an estimated $379K.
AllianzIM U.S. Equity Buffer20 Dec ETF made up 0.15% of AE Wealth Management's portfolio in Q2 2026, its #142 holding.
AE Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q4 2022 and has held it in 15 quarters since.
AE Wealth Management's AllianzIM U.S. Equity Buffer20 Dec ETF position peaked at $112M in Q2 2025.
55 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.