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Cetera Advisors’s AllianzIM U.S. Equity Buffer20 Dec ETF DECW Stock Holding History

Cetera 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
2024
Q1 		$490K Buy
16,869
+8,974
+114% +$256K ﹤0.01% 1620
2023
Q4 		$224K Buy
+7,895
New +$214K ﹤0.01% 1583
2023
Q3 		– Sell
-13,810
Closed -$371K – 1727
2023
Q2 		$371K Sell
13,810
-184
-1% -$4.77K 0.01% 1192
2023
Q1 		$357K Buy
+13,994
New +$351K 0.01% 1195

Other funds holding DECW

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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WG
Wealth Group Raleigh, North Carolina $107M AUM

Cetera Advisors's DECW Position: Q1 2024 in Review

Cetera Advisors increased its AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) stake by 114% in Q1 2024, buying an estimated $256K and bringing the position to 16,869 shares worth $490K. The position accounts for ﹤0.01% of the portfolio, ranked #1620.

Cetera Advisors first reported a position in DECW in Q1 2023 and has held it in 4 quarters since. 41 funds tracked by Wall St. Rank hold DECW as of Q1 2024.

  • Cetera Advisors held 16,869 shares of AllianzIM U.S. Equity Buffer20 Dec ETF worth $490K as of Q1 2024.
  • Cetera Advisors bought 8,974 AllianzIM U.S. Equity Buffer20 Dec ETF shares in Q1 2024, an estimated $256K.
  • AllianzIM U.S. Equity Buffer20 Dec ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1620 holding.
  • Cetera Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q1 2023 and has held it in 4 quarters since.
  • 41 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.