CA
DECU

CGN Advisors’s AllianzIM U.S. Equity Buffer15 Uncapped Dec ETF DECU Stock Holding History

CGN Advisors’s Portfolio DECU Stock Details DECU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-8,666
Closed -$221K – 311
2025
Q2 		$221K Sell
8,666
-48,546
-85% -$1.18M 0.02% 287
2025
Q1 		$1.37M Buy
57,212
+19,838
+53% +$489K 0.13% 144
2024
Q4 		$918K Buy
+37,374
New +$933K 0.09% 173

Other funds holding DECU

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $157M AUM 15.2% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

CGN Advisors's DECU Position: Q3 2025 in Review

CGN Advisors sold out of AllianzIM U.S. Equity Buffer15 Uncapped Dec ETF (DECU) in Q3 2025, closing a stake of 8,666 shares — an estimated $221K sold.

CGN Advisors first reported a position in DECU in Q4 2024 and held it in 3 quarters. The position peaked at $1.37M in Q1 2025. 43 funds tracked by Wall St. Rank hold DECU as of Q3 2025.

  • CGN Advisors reported no remaining AllianzIM U.S. Equity Buffer15 Uncapped Dec ETF position as of Q3 2025 after selling out during the quarter.
  • CGN Advisors sold 8,666 AllianzIM U.S. Equity Buffer15 Uncapped Dec ETF shares in Q3 2025, an estimated $221K.
  • CGN Advisors first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Dec ETF in Q4 2024 and held it in 3 quarters.
  • CGN Advisors's AllianzIM U.S. Equity Buffer15 Uncapped Dec ETF position peaked at $1.37M in Q1 2025.
  • 43 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Dec ETF as of Q3 2025.

Based on CGN Advisors's 13F filing for Q3 2025, filed 9 Oct 2025.