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Optima Capital’s AllianzIM U.S. Equity Buffer20 Dec ETF DECW Stock Holding History

Optima Capital’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
2025
Q2 		– Sell
-10,858
Closed -$325K – 154
2025
Q1 		$325K Sell
10,858
-25,165
-70% -$769K 0.21% 101
2024
Q4 		$1.1M Buy
+36,023
New +$1.1M 0.76% 37

Other funds holding DECW

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
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 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
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return

Optima Capital's DECW Position: Q2 2025 in Review

Optima Capital sold out of AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) in Q2 2025, closing a stake of 10,858 shares — an estimated $325K sold.

Optima Capital first reported a position in DECW in Q4 2024 and held it in 2 quarters. The position peaked at $1.1M in Q4 2024. 74 funds tracked by Wall St. Rank hold DECW as of Q2 2025.

  • Optima Capital reported no remaining AllianzIM U.S. Equity Buffer20 Dec ETF position as of Q2 2025 after selling out during the quarter.
  • Optima Capital sold 10,858 AllianzIM U.S. Equity Buffer20 Dec ETF shares in Q2 2025, an estimated $325K.
  • Optima Capital first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q4 2024 and held it in 2 quarters.
  • Optima Capital's AllianzIM U.S. Equity Buffer20 Dec ETF position peaked at $1.1M in Q4 2024.
  • 74 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q2 2025.

Based on Optima Capital's 13F filing for Q2 2025, filed 15 Jul 2025.