LifeWealth Investments’s AllianzIM U.S. Equity Buffer20 Dec ETF DECW Stock Holding History

LifeWealth Investments’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	–	Sell	-7,370	Closed	-$246K	–	140
2026 Q1	$246K	Hold	7,370	–	–	0.07%	126
2025 Q4	$250K	Sell	7,370 -156,433	-96%	-$5.23M	0.08%	134
2025 Q3	$5.4M	Buy	163,803 +2,808	+2%	+$90.6K	0.83%	31
2025 Q2	$5.09M	Buy	160,995 +18,769	+13%	+$569K	0.87%	30
2025 Q1	$4.26M	Buy	142,226 +102,631	+259%	+$3.13M	0.94%	32
2024 Q4	$1.2M	Buy	+39,595	New	+$1.21M	0.8%	36

Other funds holding DECW

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AWMI

Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

LifeWealth Investments's DECW Position: Q2 2026 in Review

LifeWealth Investments sold out of AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) in Q2 2026, closing a stake of 7,370 shares — an estimated $246K sold.

LifeWealth Investments first reported a position in DECW in Q4 2024 and held it in 6 quarters. The position peaked at $5.4M in Q3 2025. 13 funds tracked by Wall St. Rank hold DECW as of Q2 2026.

LifeWealth Investments reported no remaining AllianzIM U.S. Equity Buffer20 Dec ETF position as of Q2 2026 after selling out during the quarter.
LifeWealth Investments sold 7,370 AllianzIM U.S. Equity Buffer20 Dec ETF shares in Q2 2026, an estimated $246K.
LifeWealth Investments first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q4 2024 and held it in 6 quarters.
LifeWealth Investments's AllianzIM U.S. Equity Buffer20 Dec ETF position peaked at $5.4M in Q3 2025.
13 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.