HBW Advisory Services’s AllianzIM U.S. Equity Buffer20 Dec ETF DECW Stock Holding History

HBW Advisory Services’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 Q3	–	Sell	-23,052	Closed	-$728K	–	421
2025 Q2	$728K	Hold	23,052	–	–	0.09%	199
2025 Q1	$690K	Sell	23,052 -421	-2%	-$12.9K	0.1%	180
2024 Q4	$714K	Buy	+23,473	New	+$717K	0.07%	166
2024 Q3	–	Sell	-12,366	Closed	-$367K	–	372
2024 Q2	$367K	Hold	12,366	–	–	0.06%	225
2024 Q1	$351K	Hold	12,366	–	–	0.07%	214
2023 Q4	$351K	Buy	+12,366	New	+$335K	0.07%	214

Other funds holding DECW

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Commonwealth Equity Services

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

Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return

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

FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return

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

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

Access Financial Services Minneapolis, Minnesota $282M AUM 12.46% 1-Year Est. Return

B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return

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