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Belpointe Asset Management’s AllianzIM U.S. Equity Buffer20 Dec ETF DECW Stock Holding History

Belpointe Asset Management’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
2023
Q2 		– Sell
-35
Closed -$894 – 1217
2023
Q1 		$894 Buy
35
+26
+289% +$652 ﹤0.01% 3493
2022
Q4 		$220 Buy
+9
New +$221 ﹤0.01% 3626

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 $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return

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

Belpointe Asset Management sold out of AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) in Q2 2023, closing a stake of 35 shares — an estimated $894 sold.

Belpointe Asset Management first reported a position in DECW in Q4 2022 and held it in 2 quarters. The position peaked at $894 in Q1 2023. 31 funds tracked by Wall St. Rank hold DECW as of Q2 2023.

  • Belpointe Asset Management reported no remaining AllianzIM U.S. Equity Buffer20 Dec ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 35 AllianzIM U.S. Equity Buffer20 Dec ETF shares in Q2 2023, an estimated $894.
  • Belpointe Asset Management first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's AllianzIM U.S. Equity Buffer20 Dec ETF position peaked at $894 in Q1 2023.
  • 31 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q2 2023.

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