First Heartland Consultants’s AllianzIM U.S. Equity Buffer20 Dec ETF DECW Stock Holding History

First Heartland Consultants’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	$1.1M	Hold	30,831	–	–	0.07%	207
2026 Q1	$1.03M	Hold	30,831	–	–	0.08%	184
2025 Q4	$1.05M	Sell	30,831 -1,506	-5%	-$50.4K	0.08%	175
2025 Q3	$1.07M	Sell	32,337 -699	-2%	-$22.5K	0.09%	170
2025 Q2	$1.04M	Sell	33,036 -161	-0.5%	-$4.88K	0.09%	163
2025 Q1	$994K	Buy	33,197 +2,263	+7%	+$69.1K	0.1%	148
2024 Q4	$941K	Sell	30,934 -229	-0.7%	-$6.99K	0.1%	153
2024 Q3	$744K	Sell	31,163 -2,110	-6%	-$63.1K	0.08%	176
2024 Q2	$988	Sell	33,273 -1,400	-4%	-$40.9K	0.07%	175
2024 Q1	$1.01M	Buy	34,673 +6,333	+22%	+$181K	0.1%	166
2023 Q4	$804K	Buy	28,340 +18,750	+196%	+$508K	0.1%	162
2023 Q3	$252K	Sell	9,590 -2,275	-19%	-$61.3K	0.03%	319
2023 Q2	$319K	Sell	11,865 -3,365	-22%	-$87.2K	0.04%	277
2023 Q1	$389K	Sell	15,230 -3,530	-19%	-$88.5K	0.06%	240
2022 Q4	$458K	Buy	+18,760	New	+$462K	0.07%	208

Other funds holding DECW

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AWMI

Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

First Heartland Consultants's DECW Position: Q2 2026 in Review

First Heartland Consultants held its AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) position steady in Q2 2026 at 30,831 shares worth $1.1M. The position accounts for 0.07% of the portfolio, ranked #207.

First Heartland Consultants first reported a position in DECW in Q4 2022 and has held it in 15 quarters since. 13 funds tracked by Wall St. Rank hold DECW as of Q2 2026.

First Heartland Consultants held 30,831 shares of AllianzIM U.S. Equity Buffer20 Dec ETF worth $1.1M as of Q2 2026.
First Heartland Consultants left its AllianzIM U.S. Equity Buffer20 Dec ETF share count unchanged in Q2 2026.
AllianzIM U.S. Equity Buffer20 Dec ETF made up 0.07% of First Heartland Consultants's portfolio in Q2 2026, its #207 holding.
First Heartland Consultants first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q4 2022 and has held it in 15 quarters since.
13 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.