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

GeoWealth 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 		$71.2K Hold
2,132
– – ﹤0.01% 805
2025
Q4 		$72.4K Hold
2,132
– – ﹤0.01% 734
2025
Q3 		$70.3K Buy
+2,132
New +$68.8K ﹤0.01% 736

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

GeoWealth Management's DECW Position: Q1 2026 in Review

GeoWealth Management held its AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) position steady in Q1 2026 at 2,132 shares worth $71.2K. The position accounts for ﹤0.01% of the portfolio, ranked #805.

GeoWealth Management first reported a position in DECW in Q3 2025 and has held it in 3 quarters since. The position peaked at $72.4K in Q4 2025. 81 funds tracked by Wall St. Rank hold DECW as of Q1 2026.

  • GeoWealth Management held 2,132 shares of AllianzIM U.S. Equity Buffer20 Dec ETF worth $71.2K as of Q1 2026.
  • GeoWealth Management left its AllianzIM U.S. Equity Buffer20 Dec ETF share count unchanged in Q1 2026.
  • AllianzIM U.S. Equity Buffer20 Dec ETF made up ﹤0.01% of GeoWealth Management's portfolio in Q1 2026, its #805 holding.
  • GeoWealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q3 2025 and has held it in 3 quarters since.
  • GeoWealth Management's AllianzIM U.S. Equity Buffer20 Dec ETF position peaked at $72.4K in Q4 2025.
  • 81 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.