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Atria Wealth Solutions’s AllianzIM U.S. Equity Buffer10 Dec ETF DECT Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$571K Sell
17,097
-75
-0.4% -$2.36K 0.01% 857
2025
Q1 		$532K Buy
17,172
+1,400
+9% +$44.8K 0.01% 1165
2024
Q4 		$503K Buy
+15,772
New +$508K 0.01% 1278
2024
Q2 		– Sell
-12,569
Closed -$379K – 1958
2024
Q1 		$379K Sell
12,569
-60
-0.5% -$1.76K ﹤0.01% 1400
2023
Q4 		$362K Sell
12,629
-1,833
-13% -$49.7K ﹤0.01% 1372
2023
Q3 		$379K Hold
14,462
– – 0.01% 1273
2023
Q2 		$393K Hold
14,462
– – 0.01% 1283
2023
Q1 		$367K Buy
+14,462
New +$359K 0.01% 1313

Other funds holding DECT

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $157M AUM 15.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

Atria Wealth Solutions's DECT Position: Q2 2025 in Review

Atria Wealth Solutions reduced its AllianzIM U.S. Equity Buffer10 Dec ETF (DECT) stake by 0.44% in Q2 2025, selling an estimated $2.36K and leaving 17,097 shares worth $571K. The position accounts for 0.01% of the portfolio, ranked #857.

Atria Wealth Solutions first reported a position in DECT in Q1 2023 and has held it in 8 quarters since. 40 funds tracked by Wall St. Rank hold DECT as of Q2 2025.

  • Atria Wealth Solutions held 17,097 shares of AllianzIM U.S. Equity Buffer10 Dec ETF worth $571K as of Q2 2025.
  • Atria Wealth Solutions sold 75 AllianzIM U.S. Equity Buffer10 Dec ETF shares in Q2 2025, an estimated $2.36K.
  • AllianzIM U.S. Equity Buffer10 Dec ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #857 holding.
  • Atria Wealth Solutions first reported a position in AllianzIM U.S. Equity Buffer10 Dec ETF in Q1 2023 and has held it in 8 quarters since.
  • 40 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Dec ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.