Evolution Wealth Management’s AllianzIM U.S. Equity Buffer20 Dec ETF DECW Stock Holding History

Evolution Wealth 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	$17K	Buy	+477	New	+$16.7K	0.01%	489

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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 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

Evolution Wealth Management's DECW Position: Q2 2026 in Review

Evolution Wealth Management opened a new position in AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) in Q2 2026: 477 shares worth $17K. The stake represents 0.01% of the portfolio and ranks #489 among its holdings.

85 funds tracked by Wall St. Rank hold DECW as of Q2 2026.

Evolution Wealth Management held 477 shares of AllianzIM U.S. Equity Buffer20 Dec ETF worth $17K as of Q2 2026.
AllianzIM U.S. Equity Buffer20 Dec ETF was a new Evolution Wealth Management position in Q2 2026.
AllianzIM U.S. Equity Buffer20 Dec ETF made up 0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #489 holding.
85 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.