SW
DECU

SMART Wealth’s AllianzIM U.S. Equity Buffer15 Uncapped Dec ETF DECU Stock Holding History

SMART Wealth’s Portfolio DECU Stock Details DECU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.22M Sell
234,110
-14,509
-6% -$396K 1.82% 7
2025
Q4 		$6.81M Buy
+248,619
New +$6.75M 2.08% 6

Other funds holding DECU

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $157M AUM 15.2% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

SMART Wealth's DECU Position: Q1 2026 in Review

SMART Wealth reduced its AllianzIM U.S. Equity Buffer15 Uncapped Dec ETF (DECU) stake by 5.8% in Q1 2026, selling an estimated $396K and leaving 234,110 shares worth $6.22M. The position accounts for 1.82% of the portfolio, ranked #7.

SMART Wealth first reported a position in DECU in Q4 2025 and has held it in 2 quarters since. The position peaked at $6.81M in Q4 2025. 53 funds tracked by Wall St. Rank hold DECU as of Q1 2026.

  • SMART Wealth held 234,110 shares of AllianzIM U.S. Equity Buffer15 Uncapped Dec ETF worth $6.22M as of Q1 2026.
  • SMART Wealth sold 14,509 AllianzIM U.S. Equity Buffer15 Uncapped Dec ETF shares in Q1 2026, an estimated $396K.
  • AllianzIM U.S. Equity Buffer15 Uncapped Dec ETF made up 1.82% of SMART Wealth's portfolio in Q1 2026, its #7 holding.
  • SMART Wealth first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Dec ETF in Q4 2025 and has held it in 2 quarters since.
  • SMART Wealth's AllianzIM U.S. Equity Buffer15 Uncapped Dec ETF position peaked at $6.81M in Q4 2025.
  • 53 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Dec ETF as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.