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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
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 $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 $305M AUM 15.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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

FSR Wealth Management's DECW Position: Q1 2026 in Review

FSR Wealth Management reduced its AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) stake by 0.61% in Q1 2026, selling an estimated $26.8K and leaving 128,126 shares worth $4.28M. The position accounts for 5.3% of the portfolio, ranked #7.

FSR Wealth Management first reported a position in DECW in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.1M in Q3 2025. 81 funds tracked by Wall St. Rank hold DECW as of Q1 2026.

  • FSR Wealth Management held 128,126 shares of AllianzIM U.S. Equity Buffer20 Dec ETF worth $4.28M as of Q1 2026.
  • FSR Wealth Management sold 789 AllianzIM U.S. Equity Buffer20 Dec ETF shares in Q1 2026, an estimated $26.8K.
  • AllianzIM U.S. Equity Buffer20 Dec ETF made up 5.3% of FSR Wealth Management's portfolio in Q1 2026, its #7 holding.
  • FSR Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q4 2024 and has held it in 6 quarters since.
  • FSR Wealth Management's AllianzIM U.S. Equity Buffer20 Dec ETF position peaked at $10.1M in Q3 2025.
  • 81 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q1 2026.

Based on FSR Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.