GFG
DECU

Grantvest Financial Group’s AllianzIM U.S. Equity Buffer15 Uncapped Dec ETF DECU Stock Holding History

Grantvest Financial Group’s Portfolio DECU Stock Details DECU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$605K Sell
22,749
-3,013
-12% -$82.3K 0.39% 63
2025
Q4 		$706K Buy
25,762
+179
+0.7% +$4.86K 0.45% 53
2025
Q3 		$688K Buy
+25,583
New +$667K 0.47% 51

Other funds holding DECU

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $157M AUM 15.2% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Grantvest Financial Group's DECU Position: Q1 2026 in Review

Grantvest Financial Group reduced its AllianzIM U.S. Equity Buffer15 Uncapped Dec ETF (DECU) stake by 12% in Q1 2026, selling an estimated $82.3K and leaving 22,749 shares worth $605K. The position accounts for 0.39% of the portfolio, ranked #63.

Grantvest Financial Group first reported a position in DECU in Q3 2025 and has held it in 3 quarters since. The position peaked at $706K in Q4 2025. 53 funds tracked by Wall St. Rank hold DECU as of Q1 2026.

  • Grantvest Financial Group held 22,749 shares of AllianzIM U.S. Equity Buffer15 Uncapped Dec ETF worth $605K as of Q1 2026.
  • Grantvest Financial Group sold 3,013 AllianzIM U.S. Equity Buffer15 Uncapped Dec ETF shares in Q1 2026, an estimated $82.3K.
  • AllianzIM U.S. Equity Buffer15 Uncapped Dec ETF made up 0.39% of Grantvest Financial Group's portfolio in Q1 2026, its #63 holding.
  • Grantvest Financial Group first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Dec ETF in Q3 2025 and has held it in 3 quarters since.
  • Grantvest Financial Group's AllianzIM U.S. Equity Buffer15 Uncapped Dec ETF position peaked at $706K in Q4 2025.
  • 53 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Dec ETF as of Q1 2026.

Based on Grantvest Financial Group's 13F filing for Q1 2026, filed 11 May 2026.