Nvest Financial’s AllianzIM U.S. Equity Buffer10 Dec ETF DECT Stock Holding History

Nvest Financial’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
2026 Q1	$996K	Sell	28,015 -2,767	-9%	-$101K	0.37%	60
2025 Q4	$1.13M	Buy	30,782 +11,835	+62%	+$426K	0.47%	49
2025 Q3	$672K	Sell	18,947 -5,423	-22%	-$186K	0.39%	61
2025 Q2	$814K	Hold	24,370	–	–	0.42%	57
2025 Q1	$756K	Sell	24,370 -88	-0.4%	-$2.82K	0.4%	55
2024 Q4	$779K	Buy	+24,458	New	+$787K	0.4%	63

Other funds holding DECT

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

FWM

FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

FWG Investments Lexington, Kentucky $157M AUM 15.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

Nvest Financial's DECT Position: Q1 2026 in Review

Nvest Financial reduced its AllianzIM U.S. Equity Buffer10 Dec ETF (DECT) stake by 9% in Q1 2026, selling an estimated $101K and leaving 28,015 shares worth $996K. The position accounts for 0.37% of the portfolio, ranked #60.

Nvest Financial first reported a position in DECT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.13M in Q4 2025. 41 funds tracked by Wall St. Rank hold DECT as of Q1 2026.

Nvest Financial held 28,015 shares of AllianzIM U.S. Equity Buffer10 Dec ETF worth $996K as of Q1 2026.
Nvest Financial sold 2,767 AllianzIM U.S. Equity Buffer10 Dec ETF shares in Q1 2026, an estimated $101K.
AllianzIM U.S. Equity Buffer10 Dec ETF made up 0.37% of Nvest Financial's portfolio in Q1 2026, its #60 holding.
Nvest Financial first reported a position in AllianzIM U.S. Equity Buffer10 Dec ETF in Q4 2024 and has held it in 6 quarters since.
Nvest Financial's AllianzIM U.S. Equity Buffer10 Dec ETF position peaked at $1.13M in Q4 2025.
41 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Dec ETF as of Q1 2026.

Based on Nvest Financial's 13F filing for Q1 2026, filed 28 Apr 2026.