IA
DECW icon

IFP Advisors’s AllianzIM U.S. Equity Buffer20 Dec ETF DECW Stock Holding History

IFP Advisors’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 		$55.5K Sell
1,661
-365
-18% -$12.4K ﹤0.01% 2183
2025
Q4 		$68.8K Buy
2,026
+195
+11% +$6.53K ﹤0.01% 2013
2025
Q3 		$60.4K Buy
1,831
+100
+6% +$3.23K ﹤0.01% 1978
2025
Q2 		$54.7K Buy
1,731
+485
+39% +$14.7K ﹤0.01% 2000
2025
Q1 		$37.3K Hold
1,246
– – ﹤0.01% 2031
2024
Q4 		$37.9K Hold
1,246
– – ﹤0.01% 1954
2024
Q3 		$37.8K Hold
1,246
– – ﹤0.01% 1858
2024
Q2 		$37K Hold
1,246
– – ﹤0.01% 1798
2024
Q1 		$36.2K Buy
1,246
+15
+1% +$428 ﹤0.01% 1708
2023
Q4 		$34.9K Hold
1,231
– – ﹤0.01% 1692
2023
Q3 		$32.3K Hold
1,231
– – ﹤0.01% 1743
2023
Q2 		$33.1K Hold
1,231
– – ﹤0.01% 1787
2023
Q1 		$30.9K Sell
1,231
-15,372
-93% -$385K ﹤0.01% 1813
2022
Q4 		$416K Buy
+16,603
New +$409K 0.01% 975

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 $282M AUM 12.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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