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 Q3	$1.73M	Sell	47,295 -473	-1%	-$17.1K	0.01%	848
2026 Q2	$1.7M	Sell	47,768 -994	-2%	-$34.9K	0.01%	818
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

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's DECW Position: Q3 2026 in Review

Farther Finance Advisors reduced its AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) stake by 0.99% in Q3 2026, selling an estimated $17.1K and leaving 47,295 shares worth $1.73M. The position accounts for 0.01% of the portfolio, ranked #848.

Farther Finance Advisors first reported a position in DECW in Q3 2024 and has held it in 9 quarters since. 9 funds tracked by Wall St. Rank hold DECW as of Q3 2026.

Farther Finance Advisors held 47,295 shares of AllianzIM U.S. Equity Buffer20 Dec ETF worth $1.73M as of Q3 2026.
Farther Finance Advisors sold 473 AllianzIM U.S. Equity Buffer20 Dec ETF shares in Q3 2026, an estimated $17.1K.
AllianzIM U.S. Equity Buffer20 Dec ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #848 holding.
Farther Finance Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q3 2024 and has held it in 9 quarters since.
9 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.