Envestnet Portfolio Solutions
DECT icon

Envestnet Portfolio Solutions’s AllianzIM U.S. Equity Buffer10 Dec ETF DECT Stock Holding History

Envestnet Portfolio Solutions’s Portfolio DECT Stock Details DECT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,116
Closed -$214K – 1639
2024
Q1 		$214K Sell
7,116
-959
-12% -$28.1K ﹤0.01% 1534
2023
Q4 		$231K Buy
+8,075
New +$219K ﹤0.01% 1433

Other funds holding DECT

SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Envestnet Portfolio Solutions's DECT Position: Q2 2024 in Review

Envestnet Portfolio Solutions sold out of AllianzIM U.S. Equity Buffer10 Dec ETF (DECT) in Q2 2024, closing a stake of 7,116 shares — an estimated $214K sold.

Envestnet Portfolio Solutions first reported a position in DECT in Q4 2023 and held it in 2 quarters. The position peaked at $231K in Q4 2023. 21 funds tracked by Wall St. Rank hold DECT as of Q2 2024.

  • Envestnet Portfolio Solutions reported no remaining AllianzIM U.S. Equity Buffer10 Dec ETF position as of Q2 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 7,116 AllianzIM U.S. Equity Buffer10 Dec ETF shares in Q2 2024, an estimated $214K.
  • Envestnet Portfolio Solutions first reported a position in AllianzIM U.S. Equity Buffer10 Dec ETF in Q4 2023 and held it in 2 quarters.
  • Envestnet Portfolio Solutions's AllianzIM U.S. Equity Buffer10 Dec ETF position peaked at $231K in Q4 2023.
  • 21 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Dec ETF as of Q2 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2024, filed 16 Jul 2024.