EverSource Wealth Advisors’s AllianzIM U.S. Equity Buffer20 Dec ETF DECW Stock Holding History

EverSource Wealth 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	$25.6K	Sell	719 -109	-13%	-$3.82K	﹤0.01%	2252
2026 Q1	$27.7K	Sell	828 -25	-3%	-$849	﹤0.01%	2287
2025 Q4	$29K	Sell	853 -135	-14%	-$4.52K	﹤0.01%	2142
2025 Q3	$32.6K	Hold	988	–	–	﹤0.01%	2003
2025 Q2	$31.2K	Hold	988	–	–	﹤0.01%	1950
2025 Q1	$29.6K	Hold	988	–	–	﹤0.01%	1488
2024 Q4	$30.1K	Hold	988	–	–	﹤0.01%	1414
2024 Q3	$29.9K	Sell	988 -419	-30%	-$12.5K	﹤0.01%	1279
2024 Q2	$42K	Sell	1,407 -473	-25%	-$13.8K	﹤0.01%	1168
2024 Q1	$54.2K	Buy	+1,880	New	+$53.7K	﹤0.01%	950

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

EverSource Wealth Advisors's DECW Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) stake by 13% in Q2 2026, selling an estimated $3.82K and leaving 719 shares worth $25.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2252.

EverSource Wealth Advisors first reported a position in DECW in Q1 2024 and has held it in 10 quarters since. The position peaked at $54.2K in Q1 2024. 46 funds tracked by Wall St. Rank hold DECW as of Q2 2026.

EverSource Wealth Advisors held 719 shares of AllianzIM U.S. Equity Buffer20 Dec ETF worth $25.6K as of Q2 2026.
EverSource Wealth Advisors sold 109 AllianzIM U.S. Equity Buffer20 Dec ETF shares in Q2 2026, an estimated $3.82K.
AllianzIM U.S. Equity Buffer20 Dec ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2252 holding.
EverSource Wealth Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q1 2024 and has held it in 10 quarters since.
EverSource Wealth Advisors's AllianzIM U.S. Equity Buffer20 Dec ETF position peaked at $54.2K in Q1 2024.
46 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.