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 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

AWM

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

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

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

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

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

AWA

Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

PIS

POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return

AAM

American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

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

Outlook Wealth Advisors's DECW Position: Q1 2026 in Review

Outlook Wealth Advisors reduced its AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) stake by 50% in Q1 2026, selling an estimated $3.47M and leaving 100,551 shares worth $3.36M. The position accounts for 0.81% of the portfolio, ranked #26.

Outlook Wealth Advisors first reported a position in DECW in Q4 2022 and has held it in 10 quarters since. The position peaked at $7.86M in Q3 2025. 81 funds tracked by Wall St. Rank hold DECW as of Q1 2026.

Outlook Wealth Advisors held 100,551 shares of AllianzIM U.S. Equity Buffer20 Dec ETF worth $3.36M as of Q1 2026.
Outlook Wealth Advisors sold 102,235 AllianzIM U.S. Equity Buffer20 Dec ETF shares in Q1 2026, an estimated $3.47M.
AllianzIM U.S. Equity Buffer20 Dec ETF made up 0.81% of Outlook Wealth Advisors's portfolio in Q1 2026, its #26 holding.
Outlook Wealth Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q4 2022 and has held it in 10 quarters since.
Outlook Wealth Advisors's AllianzIM U.S. Equity Buffer20 Dec ETF position peaked at $7.86M in Q3 2025.
81 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.