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Sound Income Strategies’s AllianzIM U.S. Equity Buffer20 Dec ETF DECW Stock Holding History

Sound Income Strategies’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
2024
Q2 		– Sell
-64
Closed -$1.86K – 1399
2024
Q1 		$1.86K Buy
+64
New +$1.83K ﹤0.01% 1075

Other funds holding DECW

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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Sound Income Strategies's DECW Position: Q2 2024 in Review

Sound Income Strategies sold out of AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) in Q2 2024, closing a stake of 64 shares — an estimated $1.86K sold.

Sound Income Strategies first reported a position in DECW in Q1 2024 and held it in 1 quarter. The position peaked at $1.86K in Q1 2024. 39 funds tracked by Wall St. Rank hold DECW as of Q2 2024.

  • Sound Income Strategies reported no remaining AllianzIM U.S. Equity Buffer20 Dec ETF position as of Q2 2024 after selling out during the quarter.
  • Sound Income Strategies sold 64 AllianzIM U.S. Equity Buffer20 Dec ETF shares in Q2 2024, an estimated $1.86K.
  • Sound Income Strategies first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q1 2024 and held it in 1 quarter.
  • Sound Income Strategies's AllianzIM U.S. Equity Buffer20 Dec ETF position peaked at $1.86K in Q1 2024.
  • 39 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q2 2024.

Based on Sound Income Strategies's 13F filing for Q2 2024, filed 12 Jul 2024.