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Koesten Hirschmann & Crabtree’s AllianzIM U.S. Equity Buffer20 Dec ETF DECW Stock Holding History

Koesten Hirschmann & Crabtree’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
Q2 		– Sell
-115
Closed -$2.94K – 191
2023
Q1 		$2.94K Buy
+115
New +$2.88K ﹤0.01% 146

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
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return

Koesten Hirschmann & Crabtree's DECW Position: Q2 2023 in Review

Koesten Hirschmann & Crabtree sold out of AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) in Q2 2023, closing a stake of 115 shares — an estimated $2.94K sold.

Koesten Hirschmann & Crabtree first reported a position in DECW in Q1 2023 and held it in 1 quarter. The position peaked at $2.94K in Q1 2023. 31 funds tracked by Wall St. Rank hold DECW as of Q2 2023.

  • Koesten Hirschmann & Crabtree reported no remaining AllianzIM U.S. Equity Buffer20 Dec ETF position as of Q2 2023 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 115 AllianzIM U.S. Equity Buffer20 Dec ETF shares in Q2 2023, an estimated $2.94K.
  • Koesten Hirschmann & Crabtree first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q1 2023 and held it in 1 quarter.
  • Koesten Hirschmann & Crabtree's AllianzIM U.S. Equity Buffer20 Dec ETF position peaked at $2.94K in Q1 2023.
  • 31 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q2 2023.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q2 2023, filed 26 Jul 2023.