AIA
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AssuredPartners Investment Advisors’s AllianzIM U.S. Equity Buffer20 Dec ETF DECW Stock Holding History

AssuredPartners Investment Advisors’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
Q1 		$676K Sell
20,117
-216
-1% -$7.34K 0.07% 217
2025
Q4 		$690K Buy
+20,333
New +$680K 0.1% 177
2025
Q3 		– Sell
-10,740
Closed -$339K – 272
2025
Q2 		$339K Sell
10,740
-43,831
-80% -$1.33M 0.08% 173
2025
Q1 		$1.63M Sell
54,571
-1,356
-2% -$41.4K 0.32% 90
2024
Q4 		$1.7M Buy
+55,927
New +$1.71M 0.33% 84

Other funds holding DECW

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 14.86% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AssuredPartners Investment Advisors's DECW Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) stake by 1.1% in Q1 2026, selling an estimated $7.34K and leaving 20,117 shares worth $676K. The position accounts for 0.07% of the portfolio, ranked #217.

AssuredPartners Investment Advisors first reported a position in DECW in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.7M in Q4 2024. 81 funds tracked by Wall St. Rank hold DECW as of Q1 2026.

  • AssuredPartners Investment Advisors held 20,117 shares of AllianzIM U.S. Equity Buffer20 Dec ETF worth $676K as of Q1 2026.
  • AssuredPartners Investment Advisors sold 216 AllianzIM U.S. Equity Buffer20 Dec ETF shares in Q1 2026, an estimated $7.34K.
  • AllianzIM U.S. Equity Buffer20 Dec ETF made up 0.07% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #217 holding.
  • AssuredPartners Investment Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q4 2024 and has held it in 5 quarters since.
  • AssuredPartners Investment Advisors's AllianzIM U.S. Equity Buffer20 Dec ETF position peaked at $1.7M in Q4 2024.
  • 81 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.