Envestnet Portfolio Solutions
DECW icon

Envestnet Portfolio Solutions’s AllianzIM U.S. Equity Buffer20 Dec ETF DECW Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q3 		– Sell
-17,601
Closed -$556K – 1469
2025
Q2 		$556K Sell
17,601
-1,811
-9% -$54.9K ﹤0.01% 1047
2025
Q1 		$581K Sell
19,412
-19,903
-51% -$608K ﹤0.01% 984
2024
Q4 		$1.2M Buy
39,315
+32,436
+472% +$990K ﹤0.01% 845
2024
Q3 		$208K Sell
6,879
-22,893
-77% -$685K ﹤0.01% 1636
2024
Q2 		$884K Buy
29,772
+1,174
+4% +$34.3K ﹤0.01% 899
2024
Q1 		$830K Sell
28,598
-2,061
-7% -$58.9K ﹤0.01% 911
2023
Q4 		$869K Buy
+30,659
New +$831K ﹤0.01% 832

Other funds holding DECW

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return

Envestnet Portfolio Solutions's DECW Position: Q3 2025 in Review

Envestnet Portfolio Solutions sold out of AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) in Q3 2025, closing a stake of 17,601 shares — an estimated $556K sold.

Envestnet Portfolio Solutions first reported a position in DECW in Q4 2023 and held it in 7 quarters. The position peaked at $1.2M in Q4 2024. 69 funds tracked by Wall St. Rank hold DECW as of Q3 2025.

  • Envestnet Portfolio Solutions reported no remaining AllianzIM U.S. Equity Buffer20 Dec ETF position as of Q3 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 17,601 AllianzIM U.S. Equity Buffer20 Dec ETF shares in Q3 2025, an estimated $556K.
  • Envestnet Portfolio Solutions first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q4 2023 and held it in 7 quarters.
  • Envestnet Portfolio Solutions's AllianzIM U.S. Equity Buffer20 Dec ETF position peaked at $1.2M in Q4 2024.
  • 69 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q3 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2025, filed 30 Oct 2025.