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Authentikos Wealth Advisory’s AllianzIM U.S. Equity Buffer10 Dec ETF DECT Stock Holding History

Authentikos Wealth Advisory’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
2023
Q4 		– Sell
-8,311
Closed -$218K – 174
2023
Q3 		$218K Sell
8,311
-849
-9% -$23.1K 0.21% 64
2023
Q2 		$249K Sell
9,160
-1,182
-11% -$30.6K 0.23% 54
2023
Q1 		$248K Buy
+10,342
New +$257K 0.25% 54

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
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $157M AUM 15.2% 1-Year Est. Return

Authentikos Wealth Advisory's DECT Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of AllianzIM U.S. Equity Buffer10 Dec ETF (DECT) in Q4 2023, closing a stake of 8,311 shares — an estimated $218K sold.

Authentikos Wealth Advisory first reported a position in DECT in Q1 2023 and held it in 3 quarters. The position peaked at $249K in Q2 2023. 22 funds tracked by Wall St. Rank hold DECT as of Q4 2023.

  • Authentikos Wealth Advisory reported no remaining AllianzIM U.S. Equity Buffer10 Dec ETF position as of Q4 2023 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 8,311 AllianzIM U.S. Equity Buffer10 Dec ETF shares in Q4 2023, an estimated $218K.
  • Authentikos Wealth Advisory first reported a position in AllianzIM U.S. Equity Buffer10 Dec ETF in Q1 2023 and held it in 3 quarters.
  • Authentikos Wealth Advisory's AllianzIM U.S. Equity Buffer10 Dec ETF position peaked at $249K in Q2 2023.
  • 22 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Dec ETF as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.