CIA
DECW icon

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

Concurrent Investment 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
2026
Q2 		$278K Buy
7,784
+1,065
+16% +$37.4K ﹤0.01% 1741
2026
Q1 		$224K Hold
6,719
– – ﹤0.01% 1682
2025
Q4 		$228K Buy
+6,719
New +$225K ﹤0.01% 1568

Other funds holding DECW

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 14.86% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM

Concurrent Investment Advisors's DECW Position: Q2 2026 in Review

Concurrent Investment Advisors increased its AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) stake by 16% in Q2 2026, buying an estimated $37.4K and bringing the position to 7,784 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #1741.

Concurrent Investment Advisors first reported a position in DECW in Q4 2025 and has held it in 3 quarters since. 40 funds tracked by Wall St. Rank hold DECW as of Q2 2026.

  • Concurrent Investment Advisors held 7,784 shares of AllianzIM U.S. Equity Buffer20 Dec ETF worth $278K as of Q2 2026.
  • Concurrent Investment Advisors bought 1,065 AllianzIM U.S. Equity Buffer20 Dec ETF shares in Q2 2026, an estimated $37.4K.
  • AllianzIM U.S. Equity Buffer20 Dec ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1741 holding.
  • Concurrent Investment Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q4 2025 and has held it in 3 quarters since.
  • 40 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.