Envestnet Asset Management’s AllianzIM U.S. Equity Buffer20 Dec ETF DECW Stock Holding History

Envestnet Asset 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
2026 Q2	$724K	Buy	20,314 +5,510	+37%	+$193K	﹤0.01%	3831
2026 Q1	$495K	Buy	14,804 +1,946	+15%	+$66.1K	﹤0.01%	3943
2025 Q4	$436K	Buy	12,858 +3,253	+34%	+$109K	﹤0.01%	3789
2025 Q3	$317K	Sell	9,605 -1,096	-10%	-$35.3K	﹤0.01%	4042
2025 Q2	$338K	Sell	10,701 -10,670	-50%	-$323K	﹤0.01%	3950
2025 Q1	$640K	Sell	21,371 -1,818	-8%	-$55.5K	﹤0.01%	3468
2024 Q4	$705K	Sell	23,189 -23,238	-50%	-$709K	﹤0.01%	3378
2024 Q3	$1.41M	Buy	46,427 +29,443	+173%	+$881K	﹤0.01%	2902
2024 Q2	$504K	Sell	16,984 -1,058	-6%	-$30.9K	﹤0.01%	3457
2024 Q1	$524K	Sell	18,042 -2,244	-11%	-$64.1K	﹤0.01%	3400
2023 Q4	$575K	Sell	20,286 -17,730	-47%	-$480K	﹤0.01%	3257
2023 Q3	$998K	Sell	38,016 -20,760	-35%	-$560K	﹤0.01%	2817
2023 Q2	$1.58M	Sell	58,776 -70,477	-55%	-$1.83M	﹤0.01%	2433
2023 Q1	$3.3M	Buy	129,253 +44,268	+52%	+$1.11M	﹤0.01%	1884
2022 Q4	$2.07M	Buy	+84,985	New	+$2.09M	﹤0.01%	2140

Other funds holding DECW

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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 15.23% 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

Networth Advisors Canonsburg, Pennsylvania $172M AUM

Envestnet Asset Management's DECW Position: Q2 2026 in Review

Envestnet Asset Management increased its AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) stake by 37% in Q2 2026, buying an estimated $193K and bringing the position to 20,314 shares worth $724K. The position accounts for ﹤0.01% of the portfolio, ranked #3831.

Envestnet Asset Management first reported a position in DECW in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.3M in Q1 2023. 43 funds tracked by Wall St. Rank hold DECW as of Q2 2026.

Envestnet Asset Management held 20,314 shares of AllianzIM U.S. Equity Buffer20 Dec ETF worth $724K as of Q2 2026.
Envestnet Asset Management bought 5,510 AllianzIM U.S. Equity Buffer20 Dec ETF shares in Q2 2026, an estimated $193K.
AllianzIM U.S. Equity Buffer20 Dec ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3831 holding.
Envestnet Asset Management first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q4 2022 and has held it in 15 quarters since.
Envestnet Asset Management's AllianzIM U.S. Equity Buffer20 Dec ETF position peaked at $3.3M in Q1 2023.
43 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.