Great Lakes Retirement’s AllianzIM U.S. Equity Buffer20 Dec ETF DECW Stock Holding History

Great Lakes Retirement’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
2025 Q4	–	Sell	-82,681	Closed	-$2.73M	–	220
2025 Q3	$2.73M	Sell	82,681 -7,814	-9%	-$252K	0.3%	74
2025 Q2	$2.86M	Sell	90,495 -9,175	-9%	-$278K	0.34%	64
2025 Q1	$2.99M	Sell	99,670 -4,994	-5%	-$153K	0.39%	56
2024 Q4	$3.18M	Buy	+104,664	New	+$3.2M	0.41%	50
2024 Q3	–	Sell	-41	Closed	-$1.23K	–	298
2024 Q2	$1.23K	Buy	+41	New	+$1.2K	﹤0.01%	620
2024 Q1	–	Sell	-13,510	Closed	-$383K	–	220
2023 Q4	$383K	Sell	13,510 -3,351	-20%	-$90.8K	0.06%	179
2023 Q3	$443K	Sell	16,861 -22,166	-57%	-$598K	0.08%	169
2023 Q2	$1.05M	Sell	39,027 -3,024	-7%	-$78.4K	0.19%	110
2023 Q1	$1.07M	Buy	+42,051	New	+$1.05M	0.2%	103

Other funds holding DECW

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

AWA

Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

AAM

American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Great Lakes Retirement's DECW Position: Q4 2025 in Review

Great Lakes Retirement sold out of AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) in Q4 2025, closing a stake of 82,681 shares — an estimated $2.73M sold.

Great Lakes Retirement first reported a position in DECW in Q1 2023 and held it in 9 quarters. The position peaked at $3.18M in Q4 2024. 74 funds tracked by Wall St. Rank hold DECW as of Q4 2025.

Great Lakes Retirement reported no remaining AllianzIM U.S. Equity Buffer20 Dec ETF position as of Q4 2025 after selling out during the quarter.
Great Lakes Retirement sold 82,681 AllianzIM U.S. Equity Buffer20 Dec ETF shares in Q4 2025, an estimated $2.73M.
Great Lakes Retirement first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q1 2023 and held it in 9 quarters.
Great Lakes Retirement's AllianzIM U.S. Equity Buffer20 Dec ETF position peaked at $3.18M in Q4 2024.
74 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q4 2025.

Based on Great Lakes Retirement's 13F filing for Q4 2025, filed 12 Feb 2026.