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

Outlook Wealth 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	$3.57M	Sell	97,829 -2,972	-3%	-$107K	0.76%	28
2026 Q2	$3.59M	Buy	100,801 +250	+0.2%	+$8.77K	0.78%	29
2026 Q1	$3.36M	Sell	100,551 -102,235	-50%	-$3.47M	0.81%	26
2025 Q4	$6.88M	Sell	202,786 -35,608	-15%	-$1.19M	1.56%	15
2025 Q3	$7.86M	Sell	238,394 -4,082	-2%	-$132K	1.96%	9
2025 Q2	$7.66M	Sell	242,476 -2,233	-0.9%	-$67.7K	1.97%	11
2025 Q1	$7.33M	Sell	244,709 -5,059	-2%	-$155K	2.04%	10
2024 Q4	$7.6M	Buy	+249,768	New	+$7.62M	2.18%	10
2024 Q1	–	Sell	-8,111	Closed	-$230K	–	263
2023 Q4	$230K	Buy	+8,111	New	+$220K	0.08%	204
2023 Q3	–	Sell	-25,309	Closed	-$680K	–	203
2023 Q2	$680K	Buy	25,309 +443	+2%	+$11.5K	0.26%	102
2023 Q1	$635K	Sell	24,866 -978	-4%	-$24.5K	0.28%	94
2022 Q4	$631K	Buy	+25,844	New	+$636K	0.3%	88

Other funds holding DECW

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 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

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $848M AUM 19.63% 1-Year Est. Return

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

Outlook Wealth Advisors's DECW Position: Q3 2026 in Review

Outlook Wealth Advisors reduced its AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) stake by 2.9% in Q3 2026, selling an estimated $107K and leaving 97,829 shares worth $3.57M. The position accounts for 0.76% of the portfolio, ranked #28.

Outlook Wealth Advisors first reported a position in DECW in Q4 2022 and has held it in 12 quarters since. The position peaked at $7.86M in Q3 2025. 27 funds tracked by Wall St. Rank hold DECW as of Q3 2026.

Outlook Wealth Advisors held 97,829 shares of AllianzIM U.S. Equity Buffer20 Dec ETF worth $3.57M as of Q3 2026.
Outlook Wealth Advisors sold 2,972 AllianzIM U.S. Equity Buffer20 Dec ETF shares in Q3 2026, an estimated $107K.
AllianzIM U.S. Equity Buffer20 Dec ETF made up 0.76% of Outlook Wealth Advisors's portfolio in Q3 2026, its #28 holding.
Outlook Wealth Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q4 2022 and has held it in 12 quarters since.
Outlook Wealth Advisors's AllianzIM U.S. Equity Buffer20 Dec ETF position peaked at $7.86M in Q3 2025.
27 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q3 2026.

Based on Outlook Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.