IPW
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Impact Partnership Wealth’s AllianzIM U.S. Equity Buffer20 Dec ETF DECW Stock Holding History

Impact Partnership Wealth’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
2023
Q4 		– Sell
-541
Closed -$14.2K – 890
2023
Q3 		$14.2K Sell
541
-2,524
-82% -$68.1K ﹤0.01% 533
2023
Q2 		$82.4K Buy
+3,065
New +$79.5K 0.03% 211

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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Impact Partnership Wealth's DECW Position: Q4 2023 in Review

Impact Partnership Wealth sold out of AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) in Q4 2023, closing a stake of 541 shares — an estimated $14.2K sold.

Impact Partnership Wealth first reported a position in DECW in Q2 2023 and held it in 2 quarters. The position peaked at $82.4K in Q2 2023. 48 funds tracked by Wall St. Rank hold DECW as of Q4 2023.

  • Impact Partnership Wealth reported no remaining AllianzIM U.S. Equity Buffer20 Dec ETF position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 541 AllianzIM U.S. Equity Buffer20 Dec ETF shares in Q4 2023, an estimated $14.2K.
  • Impact Partnership Wealth first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's AllianzIM U.S. Equity Buffer20 Dec ETF position peaked at $82.4K in Q2 2023.
  • 48 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.