Jim Saulnier & Associates’s AllianzIM U.S. Equity Buffer20 Dec ETF DECW Stock Holding History

Jim Saulnier & Associates’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	-9,144	Closed	-$302K	–	140
2025 Q3	$302K	Hold	9,144	–	–	0.17%	106
2025 Q2	$289K	Hold	9,144	–	–	0.2%	93
2025 Q1	$274K	Hold	9,144	–	–	0.21%	86
2024 Q4	$278K	Buy	+9,144	New	+$279K	0.24%	75

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

Jim Saulnier & Associates's DECW Position: Q4 2025 in Review

Jim Saulnier & Associates sold out of AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) in Q4 2025, closing a stake of 9,144 shares — an estimated $302K sold.

Jim Saulnier & Associates first reported a position in DECW in Q4 2024 and held it in 4 quarters. The position peaked at $302K in Q3 2025. 74 funds tracked by Wall St. Rank hold DECW as of Q4 2025.

Jim Saulnier & Associates reported no remaining AllianzIM U.S. Equity Buffer20 Dec ETF position as of Q4 2025 after selling out during the quarter.
Jim Saulnier & Associates sold 9,144 AllianzIM U.S. Equity Buffer20 Dec ETF shares in Q4 2025, an estimated $302K.
Jim Saulnier & Associates first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q4 2024 and held it in 4 quarters.
Jim Saulnier & Associates's AllianzIM U.S. Equity Buffer20 Dec ETF position peaked at $302K in Q3 2025.
74 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q4 2025.

Based on Jim Saulnier & Associates's 13F filing for Q4 2025, filed 29 Jan 2026.