Richard W. Paul & Associates’s AllianzIM U.S. Equity Buffer20 Dec ETF DECW Stock Holding History

Richard W. Paul & Associates’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 Q4	–	Sell	-221	Closed	-$7.29K	–	299
2025 Q3	$7.29K	Buy	221 +1	+0.5%	+$32	﹤0.01%	233
2025 Q2	$6.95K	Sell	220 -4	-2%	-$121	﹤0.01%	256
2025 Q1	$6.71K	Hold	224	–	–	﹤0.01%	252
2024 Q4	$6.81K	Buy	+224	New	+$6.84K	﹤0.01%	335
2024 Q1	–	Sell	-25	Closed	-$709	–	518
2023 Q4	$709	Buy	25 +6	+32%	+$163	﹤0.01%	461
2023 Q3	$499	Buy	19 +9	+90%	+$243	﹤0.01%	472
2023 Q2	$269	Sell	10 -12	-55%	-$311	﹤0.01%	510
2023 Q1	$562	Sell	22 -3	-12%	-$75	﹤0.01%	503
2022 Q4	$610	Buy	+25	New	+$615	﹤0.01%	491

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

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

AFS

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

AWA

Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Richard W. Paul & Associates's DECW Position: Q4 2025 in Review

Richard W. Paul & Associates sold out of AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) in Q4 2025, closing a stake of 221 shares — an estimated $7.29K sold.

Richard W. Paul & Associates first reported a position in DECW in Q4 2022 and held it in 9 quarters. The position peaked at $7.29K in Q3 2025. 74 funds tracked by Wall St. Rank hold DECW as of Q4 2025.

Richard W. Paul & Associates reported no remaining AllianzIM U.S. Equity Buffer20 Dec ETF position as of Q4 2025 after selling out during the quarter.
Richard W. Paul & Associates sold 221 AllianzIM U.S. Equity Buffer20 Dec ETF shares in Q4 2025, an estimated $7.29K.
Richard W. Paul & Associates first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q4 2022 and held it in 9 quarters.
Richard W. Paul & Associates's AllianzIM U.S. Equity Buffer20 Dec ETF position peaked at $7.29K in Q3 2025.
74 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q4 2025.

Based on Richard W. Paul & Associates's 13F filing for Q4 2025, filed 12 Feb 2026.