Envestnet Asset Management
DECW icon

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% 3834
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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 #3834.

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. 84 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 #3834 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.
  • 84 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.