AWM
DECT icon

Avior Wealth Management’s AllianzIM U.S. Equity Buffer10 Dec ETF DECT Stock Holding History

Avior Wealth Management’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
Q1 		– Sell
-335
Closed -$10.7K – 1130
2024
Q4 		$10.7K Hold
335
– – ﹤0.01% 1596
2024
Q3 		$10.7K Hold
335
– – ﹤0.01% 1535
2024
Q2 		$10.4K Buy
+335
New +$10.2K ﹤0.01% 1504

Other funds holding DECT

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 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
FI
FWG Investments Lexington, Kentucky $157M AUM 15.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Avior Wealth Management's DECT Position: Q1 2025 in Review

Avior Wealth Management sold out of AllianzIM U.S. Equity Buffer10 Dec ETF (DECT) in Q1 2025, closing a stake of 335 shares — an estimated $10.7K sold.

Avior Wealth Management first reported a position in DECT in Q2 2024 and held it in 3 quarters. The position peaked at $10.7K in Q4 2024. 39 funds tracked by Wall St. Rank hold DECT as of Q1 2025.

  • Avior Wealth Management reported no remaining AllianzIM U.S. Equity Buffer10 Dec ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 335 AllianzIM U.S. Equity Buffer10 Dec ETF shares in Q1 2025, an estimated $10.7K.
  • Avior Wealth Management first reported a position in AllianzIM U.S. Equity Buffer10 Dec ETF in Q2 2024 and held it in 3 quarters.
  • Avior Wealth Management's AllianzIM U.S. Equity Buffer10 Dec ETF position peaked at $10.7K in Q4 2024.
  • 39 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Dec ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.