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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
Q2 		– Sell
-2,132
Closed -$71.2K – 905
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 $21.5B AUM 26.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
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
A
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
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

GeoWealth Management's DECW Position: Q2 2026 in Review

GeoWealth Management sold out of AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) in Q2 2026, closing a stake of 2,132 shares — an estimated $71.2K sold.

GeoWealth Management first reported a position in DECW in Q3 2025 and held it in 3 quarters. The position peaked at $72.4K in Q4 2025. 84 funds tracked by Wall St. Rank hold DECW as of Q2 2026.

  • GeoWealth Management reported no remaining AllianzIM U.S. Equity Buffer20 Dec ETF position as of Q2 2026 after selling out during the quarter.
  • GeoWealth Management sold 2,132 AllianzIM U.S. Equity Buffer20 Dec ETF shares in Q2 2026, an estimated $71.2K.
  • GeoWealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q3 2025 and held it in 3 quarters.
  • GeoWealth Management's AllianzIM U.S. Equity Buffer20 Dec ETF position peaked at $72.4K in Q4 2025.
  • 84 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.