Atria Wealth Solutions’s AllianzIM U.S. Equity Buffer20 Dec ETF DECW Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$1.81M	Buy	57,213 +223	+0.4%	+$6.76K	0.04%	448
2025 Q1	$1.71M	Sell	56,990 -18,575	-25%	-$567K	0.02%	689
2024 Q4	$2.3M	Buy	75,565 +51,913	+219%	+$1.58M	0.03%	597
2024 Q3	$717K	Sell	23,652 -37,621	-61%	-$1.13M	0.01%	1058
2024 Q2	$1.82M	Sell	61,273 -1,329	-2%	-$38.8K	0.02%	653
2024 Q1	$1.82M	Sell	62,602 -2,115	-3%	-$60.4K	0.02%	676
2023 Q4	$1.84M	Buy	+64,717	New	+$1.75M	0.02%	630
2023 Q2	–	Sell	-16,500	Closed	-$421K	–	1895
2023 Q1	$421K	Buy	+16,500	New	+$414K	0.01%	1231

Other funds holding DECW

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AFS

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

LAS

Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return

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

FWM

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

AWA

Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

BOSSRA

B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

OWA

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

AAM

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

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

Atria Wealth Solutions increased its AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) stake by 0.39% in Q2 2025, buying an estimated $6.76K and bringing the position to 57,213 shares worth $1.81M. The position accounts for 0.04% of the portfolio, ranked #448.

Atria Wealth Solutions first reported a position in DECW in Q1 2023 and has held it in 8 quarters since. The position peaked at $2.3M in Q4 2024. 74 funds tracked by Wall St. Rank hold DECW as of Q2 2025.

Atria Wealth Solutions held 57,213 shares of AllianzIM U.S. Equity Buffer20 Dec ETF worth $1.81M as of Q2 2025.
Atria Wealth Solutions bought 223 AllianzIM U.S. Equity Buffer20 Dec ETF shares in Q2 2025, an estimated $6.76K.
AllianzIM U.S. Equity Buffer20 Dec ETF made up 0.04% of Atria Wealth Solutions's portfolio in Q2 2025, its #448 holding.
Atria Wealth Solutions first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q1 2023 and has held it in 8 quarters since.
Atria Wealth Solutions's AllianzIM U.S. Equity Buffer20 Dec ETF position peaked at $2.3M in Q4 2024.
74 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q2 2025.

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