LRWM
DECT icon

Lord & Richards Wealth Management’s AllianzIM U.S. Equity Buffer10 Dec ETF DECT Stock Holding History

Lord & Richards Wealth Management’s Portfolio DECT Stock Details DECT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,664
Closed -$51.6K – 73
2025
Q1 		$51.6K Buy
+1,664
New +$53.2K 0.06% 89

Other funds holding DECT

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $157M AUM 15.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

Lord & Richards Wealth Management's DECT Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of AllianzIM U.S. Equity Buffer10 Dec ETF (DECT) in Q2 2025, closing a stake of 1,664 shares — an estimated $51.6K sold.

Lord & Richards Wealth Management first reported a position in DECT in Q1 2025 and held it in 1 quarter. The position peaked at $51.6K in Q1 2025. 40 funds tracked by Wall St. Rank hold DECT as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining AllianzIM U.S. Equity Buffer10 Dec ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 1,664 AllianzIM U.S. Equity Buffer10 Dec ETF shares in Q2 2025, an estimated $51.6K.
  • Lord & Richards Wealth Management first reported a position in AllianzIM U.S. Equity Buffer10 Dec ETF in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's AllianzIM U.S. Equity Buffer10 Dec ETF position peaked at $51.6K in Q1 2025.
  • 40 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Dec ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.