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

SMART Wealth’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 		$703K Buy
21,045
+5,297
+34% +$180K 0.21% 117
2025
Q4 		$534K Buy
+15,748
New +$527K 0.16% 111
2025
Q3 		– Sell
-54,364
Closed -$1.72M – 154
2025
Q2 		$1.72M Buy
54,364
+1,518
+3% +$46K 0.54% 65
2025
Q1 		$1.58M Sell
52,846
-5,094
-9% -$156K 0.57% 54
2024
Q4 		$1.76M Buy
+57,940
New +$1.77M 0.63% 50

Other funds holding DECW

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
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
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
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SMART Wealth's DECW Position: Q1 2026 in Review

SMART Wealth increased its AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) stake by 34% in Q1 2026, buying an estimated $180K and bringing the position to 21,045 shares worth $703K. The position accounts for 0.21% of the portfolio, ranked #117.

SMART Wealth first reported a position in DECW in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.76M in Q4 2024. 81 funds tracked by Wall St. Rank hold DECW as of Q1 2026.

  • SMART Wealth held 21,045 shares of AllianzIM U.S. Equity Buffer20 Dec ETF worth $703K as of Q1 2026.
  • SMART Wealth bought 5,297 AllianzIM U.S. Equity Buffer20 Dec ETF shares in Q1 2026, an estimated $180K.
  • AllianzIM U.S. Equity Buffer20 Dec ETF made up 0.21% of SMART Wealth's portfolio in Q1 2026, its #117 holding.
  • SMART Wealth first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q4 2024 and has held it in 5 quarters since.
  • SMART Wealth's AllianzIM U.S. Equity Buffer20 Dec ETF position peaked at $1.76M in Q4 2024.
  • 81 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q1 2026.

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