CAWM
DECW icon

Capital A Wealth Management’s AllianzIM U.S. Equity Buffer20 Dec ETF DECW Stock Holding History

Capital A Wealth 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
2025
Q2 		$284 Sell
10
-1,739
-99% -$52.7K ﹤0.01% 407
2025
Q1 		$52.4K Sell
1,749
-3,418
-66% -$104K 0.05% 145
2024
Q4 		$157K Buy
+5,167
New +$158K 0.26% 81

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
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return

Capital A Wealth Management's DECW Position: Q2 2025 in Review

Capital A Wealth Management reduced its AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) stake by 99% in Q2 2025, selling an estimated $52.7K and leaving 10 shares worth $284. The position accounts for ﹤0.01% of the portfolio, ranked #407.

Capital A Wealth Management first reported a position in DECW in Q4 2024 and has held it in 3 quarters since. The position peaked at $157K in Q4 2024. 74 funds tracked by Wall St. Rank hold DECW as of Q2 2025.

  • Capital A Wealth Management held 10 shares of AllianzIM U.S. Equity Buffer20 Dec ETF worth $284 as of Q2 2025.
  • Capital A Wealth Management sold 1,739 AllianzIM U.S. Equity Buffer20 Dec ETF shares in Q2 2025, an estimated $52.7K.
  • AllianzIM U.S. Equity Buffer20 Dec ETF made up ﹤0.01% of Capital A Wealth Management's portfolio in Q2 2025, its #407 holding.
  • Capital A Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's AllianzIM U.S. Equity Buffer20 Dec ETF position peaked at $157K in Q4 2024.
  • 74 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.