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 Q2	$593K	Sell	16,633 -4,412	-21%	-$155K	0.13%	143
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 $21.5B AUM 26.98% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AFS

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

Allianz Munich, Germany $9.48B AUM 23.58% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAS

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

SMART Wealth's DECW Position: Q2 2026 in Review

SMART Wealth reduced its AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) stake by 21% in Q2 2026, selling an estimated $155K and leaving 16,633 shares worth $593K. The position accounts for 0.13% of the portfolio, ranked #143.

SMART Wealth first reported a position in DECW in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.76M in Q4 2024. 85 funds tracked by Wall St. Rank hold DECW as of Q2 2026.

SMART Wealth held 16,633 shares of AllianzIM U.S. Equity Buffer20 Dec ETF worth $593K as of Q2 2026.
SMART Wealth sold 4,412 AllianzIM U.S. Equity Buffer20 Dec ETF shares in Q2 2026, an estimated $155K.
AllianzIM U.S. Equity Buffer20 Dec ETF made up 0.13% of SMART Wealth's portfolio in Q2 2026, its #143 holding.
SMART Wealth first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q4 2024 and has held it in 6 quarters since.
SMART Wealth's AllianzIM U.S. Equity Buffer20 Dec ETF position peaked at $1.76M in Q4 2024.
85 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q2 2026.

Based on SMART Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.