Patriot Financial Group Insurance Agency’s AllianzIM U.S. Equity Buffer20 Dec ETF DECW Stock Holding History

Patriot Financial Group Insurance Agency’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 Q2	$385K	Sell	10,795 -10,795	-50%	-$379K	0.04%	356
2026 Q1	$721K	Buy	21,590 +9,945	+85%	+$338K	0.04%	368
2025 Q4	$395K	Hold	11,645	–	–	0.05%	329
2025 Q3	$384K	Hold	11,645	–	–	0.05%	335
2025 Q2	$368K	Buy	11,645 +3,790	+48%	+$115K	0.04%	365
2025 Q1	$235K	Buy	+7,855	New	+$240K	0.03%	426

Other funds holding DECW

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AFS

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

PIS

POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return

AAM

American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

FWM

FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Networth Advisors Canonsburg, Pennsylvania $172M AUM

Patriot Financial Group Insurance Agency's DECW Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) stake by 50% in Q2 2026, selling an estimated $379K and leaving 10,795 shares worth $385K. The position accounts for 0.04% of the portfolio, ranked #356.

Patriot Financial Group Insurance Agency first reported a position in DECW in Q1 2025 and has held it in 6 quarters since. The position peaked at $721K in Q1 2026. 46 funds tracked by Wall St. Rank hold DECW as of Q2 2026.

Patriot Financial Group Insurance Agency held 10,795 shares of AllianzIM U.S. Equity Buffer20 Dec ETF worth $385K as of Q2 2026.
Patriot Financial Group Insurance Agency sold 10,795 AllianzIM U.S. Equity Buffer20 Dec ETF shares in Q2 2026, an estimated $379K.
AllianzIM U.S. Equity Buffer20 Dec ETF made up 0.04% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #356 holding.
Patriot Financial Group Insurance Agency first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q1 2025 and has held it in 6 quarters since.
Patriot Financial Group Insurance Agency's AllianzIM U.S. Equity Buffer20 Dec ETF position peaked at $721K in Q1 2026.
46 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.