B.O.S.S. Retirement Advisors’s AllianzIM U.S. Equity Buffer20 Dec ETF DECW Stock Holding History

B.O.S.S. Retirement Advisors’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 Q4	–	Sell	-218,565	Closed	-$7.21M	–	179
2025 Q3	$7.21M	Sell	218,565 -24,495	-10%	-$790K	1.72%	9
2025 Q2	$7.68M	Buy	243,060 +93	+0%	+$2.82K	1.93%	8
2025 Q1	$7.28M	Buy	242,967 +1,126	+0.5%	+$34.4K	2.11%	9
2024 Q4	$7.36M	Buy	+241,841	New	+$7.38M	2.06%	9
2024 Q1	–	Sell	-26,092	Closed	-$740K	–	149
2023 Q4	$740K	Sell	26,092 -893	-3%	-$24.2K	0.14%	166
2023 Q3	$709K	Sell	26,985 -29,062	-52%	-$784K	0.15%	169
2023 Q2	$1.51M	Buy	56,047 +2,080	+4%	+$53.9K	0.32%	129
2023 Q1	$1.38M	Buy	53,967 +422	+0.8%	+$10.6K	0.32%	123
2022 Q4	$1.31M	Buy	+53,545	New	+$1.32M	0.33%	122

Other funds holding DECW

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Access Financial Services Minneapolis, Minnesota $282M AUM 12.46% 1-Year Est. Return

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

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return