FFA
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Farther Finance Advisors’s AllianzIM U.S. Equity Buffer20 Dec ETF DECW Stock Holding History

Farther Finance 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
Q1 		$1.63M Hold
48,762
– – 0.02% 739
2025
Q4 		$1.65M Buy
48,762
+12,507
+34% +$418K 0.02% 661
2025
Q3 		$1.2M Hold
36,255
– – 0.02% 643
2025
Q2 		$1.15M Buy
36,255
+3,255
+10% +$98.7K 0.02% 542
2025
Q1 		$991K Hold
33,000
– – 0.03% 504
2024
Q4 		$1M Hold
33,000
– – 0.04% 371
2024
Q3 		$1,000K Buy
+33,000
New +$988K 0.04% 350

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $282M AUM 12.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return