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

FSR 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	$4.63M	Buy	129,916 +1,790	+1%	+$62.8K	5.28%	10
2026 Q1	$4.28M	Sell	128,126 -789	-0.6%	-$26.8K	5.3%	7
2025 Q4	$4.38M	Sell	128,915 -177,381	-58%	-$5.94M	5.14%	8
2025 Q3	$10.1M	Buy	306,296 +14,712	+5%	+$474K	11.96%	2
2025 Q2	$9.21M	Sell	291,584 -429	-0.1%	-$13K	11.83%	2
2025 Q1	$8.75M	Buy	292,013 +12,680	+5%	+$387K	11.54%	3
2024 Q4	$8.5M	Buy	+279,333	New	+$8.53M	10.68%	3

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

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

FSR Wealth Management increased its AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) stake by 1.4% in Q2 2026, buying an estimated $62.8K and bringing the position to 129,916 shares worth $4.63M. The position accounts for 5.28% of the portfolio, ranked #10.

FSR Wealth Management first reported a position in DECW in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.1M in Q3 2025. 85 funds tracked by Wall St. Rank hold DECW as of Q2 2026.

FSR Wealth Management held 129,916 shares of AllianzIM U.S. Equity Buffer20 Dec ETF worth $4.63M as of Q2 2026.
FSR Wealth Management bought 1,790 AllianzIM U.S. Equity Buffer20 Dec ETF shares in Q2 2026, an estimated $62.8K.
AllianzIM U.S. Equity Buffer20 Dec ETF made up 5.28% of FSR Wealth Management's portfolio in Q2 2026, its #10 holding.
FSR Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q4 2024 and has held it in 7 quarters since.
FSR Wealth Management's AllianzIM U.S. Equity Buffer20 Dec ETF position peaked at $10.1M in Q3 2025.
85 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q2 2026.

Based on FSR Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.