Carson Wealth (CWM LLC)’s AllianzIM U.S. Equity Buffer10 Dec ETF DECT Stock Holding History

Carson Wealth (CWM LLC)’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
2024 Q2	–	Sell	-900	Closed	-$27K	–	4649
2024 Q1	$27K	Sell	900 -6	-0.7%	-$176	﹤0.01%	2701
2023 Q4	$26K	Hold	906	–	–	﹤0.01%	2593
2023 Q3	$24K	Hold	906	–	–	﹤0.01%	2553
2023 Q2	$25K	Hold	906	–	–	﹤0.01%	2473
2023 Q1	$23K	Buy	906 +889	+5,229%	+$22.1K	﹤0.01%	2398
2022 Q4	$0	Buy	+17	New	+$413	﹤0.01%	4014

Other funds holding DECT

Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

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

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

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

AIMU

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

KAS

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

AWM

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

Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DECT Position: Q2 2024 in Review

Carson Wealth (CWM LLC) sold out of AllianzIM U.S. Equity Buffer10 Dec ETF (DECT) in Q2 2024, closing a stake of 900 shares — an estimated $27K sold.

Carson Wealth (CWM LLC) first reported a position in DECT in Q4 2022 and held it in 6 quarters. The position peaked at $27K in Q1 2024. 21 funds tracked by Wall St. Rank hold DECT as of Q2 2024.

Carson Wealth (CWM LLC) reported no remaining AllianzIM U.S. Equity Buffer10 Dec ETF position as of Q2 2024 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 900 AllianzIM U.S. Equity Buffer10 Dec ETF shares in Q2 2024, an estimated $27K.
Carson Wealth (CWM LLC) first reported a position in AllianzIM U.S. Equity Buffer10 Dec ETF in Q4 2022 and held it in 6 quarters.
Carson Wealth (CWM LLC)'s AllianzIM U.S. Equity Buffer10 Dec ETF position peaked at $27K in Q1 2024.
21 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Dec ETF as of Q2 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2024, filed 10 Jul 2024.