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 -74,691	-91%	-$2.5M	0.08%	134
2025 Q3	$2.71M	Sell	82,061 -994	-1%	-$32.1K	0.89%	30
2025 Q2	$2.62M	Buy	83,055 +12,767	+18%	+$387K	0.95%	31
2025 Q1	$2.11M	Buy	70,288 +30,693	+78%	+$937K	1.01%	32
2024 Q4	$1.2M	Buy	+39,595	New	+$1.21M	0.8%	36

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

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 $2.71M in Q3 2025. 84 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 $2.71M in Q3 2025.
84 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.