Belpointe Asset Management’s AllianzIM U.S. Equity Buffer10 Dec ETF DECT Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-6,040	Closed	-$153K	–	1216
2023 Q1	$153K	Buy	6,040 +9	+0.1%	+$224	0.01%	1069
2022 Q4	$145K	Buy	+6,031	New	+$147K	0.01%	1037

Other funds holding DECT

AWM

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

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

KAS

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

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

BOSSRA

B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

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

GLR

Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

AWA

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

Belpointe Asset Management's DECT Position: Q2 2023 in Review

Belpointe Asset Management sold out of AllianzIM U.S. Equity Buffer10 Dec ETF (DECT) in Q2 2023, closing a stake of 6,040 shares — an estimated $153K sold.

Belpointe Asset Management first reported a position in DECT in Q4 2022 and held it in 2 quarters. The position peaked at $153K in Q1 2023. 15 funds tracked by Wall St. Rank hold DECT as of Q2 2023.

Belpointe Asset Management reported no remaining AllianzIM U.S. Equity Buffer10 Dec ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 6,040 AllianzIM U.S. Equity Buffer10 Dec ETF shares in Q2 2023, an estimated $153K.
Belpointe Asset Management first reported a position in AllianzIM U.S. Equity Buffer10 Dec ETF in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's AllianzIM U.S. Equity Buffer10 Dec ETF position peaked at $153K in Q1 2023.
15 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Dec ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.