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Maxwell Wealth Strategies’s AllianzIM U.S. Equity Buffer20 Dec ETF DECW Stock Holding History

Maxwell Wealth Strategies’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
2024
Q4 		$346K Hold
11,380
– – 0.14% 94
2024
Q3 		$347K Hold
11,380
– – 0.15% 91
2024
Q2 		$338K Sell
11,380
-3,619
-24% -$106K 0.17% 88
2024
Q1 		$440K Hold
14,999
– – 0.22% 82
2023
Q4 		$425K Buy
+14,999
New +$406K 0.28% 66

Other funds holding DECW

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 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
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return

Maxwell Wealth Strategies's DECW Position: Q4 2024 in Review

Maxwell Wealth Strategies held its AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) position steady in Q4 2024 at 11,380 shares worth $346K. The position accounts for 0.14% of the portfolio, ranked #94.

Maxwell Wealth Strategies first reported a position in DECW in Q4 2023 and has held it in 5 quarters since. The position peaked at $440K in Q1 2024. 74 funds tracked by Wall St. Rank hold DECW as of Q4 2024.

  • Maxwell Wealth Strategies held 11,380 shares of AllianzIM U.S. Equity Buffer20 Dec ETF worth $346K as of Q4 2024.
  • Maxwell Wealth Strategies left its AllianzIM U.S. Equity Buffer20 Dec ETF share count unchanged in Q4 2024.
  • AllianzIM U.S. Equity Buffer20 Dec ETF made up 0.14% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #94 holding.
  • Maxwell Wealth Strategies first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q4 2023 and has held it in 5 quarters since.
  • Maxwell Wealth Strategies's AllianzIM U.S. Equity Buffer20 Dec ETF position peaked at $440K in Q1 2024.
  • 74 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.