Independent Financial Group’s AllianzIM U.S. Equity Buffer20 Dec ETF DECW Stock Holding History

Independent 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	$348K	Hold	9,774	–	–	0.01%	1159
2026 Q1	$327K	Sell	9,774 -378	-4%	-$12.8K	0.01%	1113
2025 Q4	$345K	Buy	10,152 +2,540	+33%	+$85K	0.01%	1083
2025 Q3	$251K	Hold	7,612	–	–	0.01%	1172
2025 Q2	$241K	Buy	7,612 +862	+13%	+$26.1K	0.01%	1130
2025 Q1	$202K	Sell	6,750 -324	-5%	-$9.89K	0.01%	1114
2024 Q4	$215K	Sell	7,074 -1,223	-15%	-$37.3K	0.01%	1064
2024 Q3	$251K	Hold	8,297	–	–	0.01%	947
2024 Q2	$246K	Hold	8,297	–	–	0.01%	934
2024 Q1	$241K	Hold	8,297	–	–	0.01%	885
2023 Q4	$235K	Buy	+8,297	New	+$225K	0.01%	830
2023 Q2	–	Sell	-14,320	Closed	-$366K	–	885
2023 Q1	$366K	Sell	14,320 -19,490	-58%	-$489K	0.03%	540
2022 Q4	$825K	Buy	+33,810	New	+$832K	0.07%	287

Other funds holding DECW

AWM

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

KAS

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

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

Independent Financial Group held its AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) position steady in Q2 2026 at 9,774 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #1159.

Independent Financial Group first reported a position in DECW in Q4 2022 and has held it in 13 quarters since. The position peaked at $825K in Q4 2022. 85 funds tracked by Wall St. Rank hold DECW as of Q2 2026.

Independent Financial Group held 9,774 shares of AllianzIM U.S. Equity Buffer20 Dec ETF worth $348K as of Q2 2026.
Independent Financial Group left its AllianzIM U.S. Equity Buffer20 Dec ETF share count unchanged in Q2 2026.
AllianzIM U.S. Equity Buffer20 Dec ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1159 holding.
Independent Financial Group first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q4 2022 and has held it in 13 quarters since.
Independent Financial Group's AllianzIM U.S. Equity Buffer20 Dec ETF position peaked at $825K in Q4 2022.
85 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.