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DECW icon

Grantvest Financial Group’s AllianzIM U.S. Equity Buffer20 Dec ETF DECW Stock Holding History

Grantvest Financial Group’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 		$322K Sell
9,651
-423
-4% -$14.4K 0.21% 118
2025
Q4 		$342K Sell
10,074
-883
-8% -$29.5K 0.22% 108
2025
Q3 		$361K Sell
10,957
-90
-0.8% -$2.9K 0.25% 95
2025
Q2 		$349K Sell
11,047
-767
-6% -$23.3K 0.26% 91
2025
Q1 		$354K Sell
11,814
-530
-4% -$16.2K 0.29% 85
2024
Q4 		$376K Buy
+12,344
New +$377K 0.42% 75

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

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

Grantvest Financial Group reduced its AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) stake by 4.2% in Q1 2026, selling an estimated $14.4K and leaving 9,651 shares worth $322K. The position accounts for 0.21% of the portfolio, ranked #118.

Grantvest Financial Group first reported a position in DECW in Q4 2024 and has held it in 6 quarters since. The position peaked at $376K in Q4 2024. 81 funds tracked by Wall St. Rank hold DECW as of Q1 2026.

  • Grantvest Financial Group held 9,651 shares of AllianzIM U.S. Equity Buffer20 Dec ETF worth $322K as of Q1 2026.
  • Grantvest Financial Group sold 423 AllianzIM U.S. Equity Buffer20 Dec ETF shares in Q1 2026, an estimated $14.4K.
  • AllianzIM U.S. Equity Buffer20 Dec ETF made up 0.21% of Grantvest Financial Group's portfolio in Q1 2026, its #118 holding.
  • Grantvest Financial Group first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q4 2024 and has held it in 6 quarters since.
  • Grantvest Financial Group's AllianzIM U.S. Equity Buffer20 Dec ETF position peaked at $376K in Q4 2024.
  • 81 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q1 2026.

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