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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AFS

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

AWA

Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

B.O.S.S. Retirement Advisors's DECW Position: Q4 2025 in Review

B.O.S.S. Retirement Advisors sold out of AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) in Q4 2025, closing a stake of 218,565 shares — an estimated $7.21M sold.

B.O.S.S. Retirement Advisors first reported a position in DECW in Q4 2022 and held it in 9 quarters. The position peaked at $7.68M in Q2 2025. 75 funds tracked by Wall St. Rank hold DECW as of Q4 2025.

B.O.S.S. Retirement Advisors reported no remaining AllianzIM U.S. Equity Buffer20 Dec ETF position as of Q4 2025 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 218,565 AllianzIM U.S. Equity Buffer20 Dec ETF shares in Q4 2025, an estimated $7.21M.
B.O.S.S. Retirement Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q4 2022 and held it in 9 quarters.
B.O.S.S. Retirement Advisors's AllianzIM U.S. Equity Buffer20 Dec ETF position peaked at $7.68M in Q2 2025.
75 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q4 2025.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.