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 Q2	$334K	Sell	9,369 -282	-3%	-$9.89K	0.19%	123
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

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Grantvest Financial Group's DECW Position: Q2 2026 in Review

Grantvest Financial Group reduced its AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) stake by 2.9% in Q2 2026, selling an estimated $9.89K and leaving 9,369 shares worth $334K. The position accounts for 0.19% of the portfolio, ranked #123.

Grantvest Financial Group first reported a position in DECW in Q4 2024 and has held it in 7 quarters since. The position peaked at $376K in Q4 2024. 84 funds tracked by Wall St. Rank hold DECW as of Q2 2026.

Grantvest Financial Group held 9,369 shares of AllianzIM U.S. Equity Buffer20 Dec ETF worth $334K as of Q2 2026.
Grantvest Financial Group sold 282 AllianzIM U.S. Equity Buffer20 Dec ETF shares in Q2 2026, an estimated $9.89K.
AllianzIM U.S. Equity Buffer20 Dec ETF made up 0.19% of Grantvest Financial Group's portfolio in Q2 2026, its #123 holding.
Grantvest Financial Group first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q4 2024 and has held it in 7 quarters since.
Grantvest Financial Group's AllianzIM U.S. Equity Buffer20 Dec ETF position peaked at $376K in Q4 2024.
84 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q2 2026.

Based on Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.