Networth Advisors’s AllianzIM U.S. Equity Buffer20 Dec ETF DECW Stock Holding History

Networth Advisors’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 Q3	$1.95M	Sell	53,493 -1,637	-3%	-$59.2K	1.12%	25
2026 Q2	$1.97M	Buy	55,130 +1,897	+4%	+$66.5K	1.14%	26
2026 Q1	$1.78M	Sell	53,233 -613	-1%	-$20.8K	1.26%	24
2025 Q4	$1.83M	Buy	+53,846	New	+$1.8M	1.35%	22

Other funds holding DECW

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PIS

POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return

FSR Wealth Management Elmhurst, Illinois $92.9M AUM 8.54% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

IWMO

Integrated Wealth Management (Ohio) Uniontown, Ohio $102M AUM 14.25% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Aegis Wealth Management (Iowa) Guthrie Center, Iowa $170M AUM 12.72% 1-Year Est. Return

Networth Advisors's DECW Position: Q3 2026 in Review

Networth Advisors reduced its AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) stake by 3% in Q3 2026, selling an estimated $59.2K and leaving 53,493 shares worth $1.95M. The position accounts for 1.12% of the portfolio, ranked #25.

Networth Advisors first reported a position in DECW in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.97M in Q2 2026. 49 funds tracked by Wall St. Rank hold DECW as of Q3 2026.

Networth Advisors held 53,493 shares of AllianzIM U.S. Equity Buffer20 Dec ETF worth $1.95M as of Q3 2026.
Networth Advisors sold 1,637 AllianzIM U.S. Equity Buffer20 Dec ETF shares in Q3 2026, an estimated $59.2K.
AllianzIM U.S. Equity Buffer20 Dec ETF made up 1.12% of Networth Advisors's portfolio in Q3 2026, its #25 holding.
Networth Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q4 2025 and has held it in 4 quarters since.
Networth Advisors's AllianzIM U.S. Equity Buffer20 Dec ETF position peaked at $1.97M in Q2 2026.
49 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q3 2026.

Based on Networth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.