AAS
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Avantax Advisory Services’s AllianzIM U.S. Equity Buffer20 Dec ETF DECW Stock Holding History

Avantax Advisory Services’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 		$447K Buy
14,156
+95
+0.7% +$2.88K ﹤0.01% 1650
2025
Q1 		$421K Buy
14,061
+3,365
+31% +$103K ﹤0.01% 1618
2024
Q4 		$325K Buy
+10,696
New +$327K ﹤0.01% 1728

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
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 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 $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 $413M AUM 19.55% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

Avantax Advisory Services's DECW Position: Q2 2025 in Review

Avantax Advisory Services increased its AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) stake by 0.68% in Q2 2025, buying an estimated $2.88K and bringing the position to 14,156 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #1650.

Avantax Advisory Services first reported a position in DECW in Q4 2024 and has held it in 3 quarters since. 74 funds tracked by Wall St. Rank hold DECW as of Q2 2025.

  • Avantax Advisory Services held 14,156 shares of AllianzIM U.S. Equity Buffer20 Dec ETF worth $447K as of Q2 2025.
  • Avantax Advisory Services bought 95 AllianzIM U.S. Equity Buffer20 Dec ETF shares in Q2 2025, an estimated $2.88K.
  • AllianzIM U.S. Equity Buffer20 Dec ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1650 holding.
  • Avantax Advisory Services first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q4 2024 and has held it in 3 quarters since.
  • 74 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.