Merit Financial Group’s AllianzIM U.S. Equity Buffer20 Dec ETF DECW Stock Holding History

Merit Financial Group’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	$415K	Sell	11,649 -530	-4%	-$18.6K	﹤0.01%	1614
2026 Q1	$407K	Hold	12,179	–	–	﹤0.01%	1489
2025 Q4	$413K	Buy	12,179 +160	+1%	+$5.35K	﹤0.01%	1401
2025 Q3	$396K	Hold	12,019	–	–	﹤0.01%	1305
2025 Q2	$380K	Buy	12,019 +2,696	+29%	+$81.7K	﹤0.01%	1226
2025 Q1	$279K	Hold	9,323	–	–	﹤0.01%	1148
2024 Q4	$284K	Buy	9,323 +400	+4%	+$12.2K	0.01%	951
2024 Q3	$270K	Sell	8,923 -400	-4%	-$12K	0.01%	698
2024 Q2	$277K	Hold	9,323	–	–	0.01%	754
2024 Q1	$271K	Hold	9,323	–	–	0.01%	746
2023 Q4	$264K	Buy	9,323 +173	+2%	+$4.69K	0.01%	656
2023 Q3	$240K	Buy	+9,150	New	+$247K	0.01%	645

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

Merit Financial Group's DECW Position: Q2 2026 in Review

Merit Financial Group reduced its AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) stake by 4.4% in Q2 2026, selling an estimated $18.6K and leaving 11,649 shares worth $415K. The position accounts for ﹤0.01% of the portfolio, ranked #1614.

Merit Financial Group first reported a position in DECW in Q3 2023 and has held it in 12 quarters since. 85 funds tracked by Wall St. Rank hold DECW as of Q2 2026.

Merit Financial Group held 11,649 shares of AllianzIM U.S. Equity Buffer20 Dec ETF worth $415K as of Q2 2026.
Merit Financial Group sold 530 AllianzIM U.S. Equity Buffer20 Dec ETF shares in Q2 2026, an estimated $18.6K.
AllianzIM U.S. Equity Buffer20 Dec ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1614 holding.
Merit Financial Group first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q3 2023 and has held it in 12 quarters since.
85 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.