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

Spire Wealth Management’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	$2.58M	Sell	72,279 -1,849	-2%	-$64.8K	0.08%	229
2026 Q1	$2.48M	Sell	74,128 -9,902	-12%	-$336K	0.08%	221
2025 Q4	$2.85M	Buy	84,030 +40,186	+92%	+$1.34M	0.1%	189
2025 Q3	$1.45M	Sell	43,844 -14,737	-25%	-$475K	0.05%	311
2025 Q2	$1.85M	Sell	58,581 -24,973	-30%	-$757K	0.07%	249
2025 Q1	$2.5M	Sell	83,554 -6,102	-7%	-$186K	0.08%	238
2024 Q4	$2.73M	Buy	+89,656	New	+$2.74M	0.08%	205

Other funds holding DECW

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return