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

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

Spire Wealth Management's DECW Position: Q2 2026 in Review

Spire Wealth Management reduced its AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) stake by 2.5% in Q2 2026, selling an estimated $64.8K and leaving 72,279 shares worth $2.58M. The position accounts for 0.08% of the portfolio, ranked #229.

Spire Wealth Management first reported a position in DECW in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.85M in Q4 2025. 85 funds tracked by Wall St. Rank hold DECW as of Q2 2026.

Spire Wealth Management held 72,279 shares of AllianzIM U.S. Equity Buffer20 Dec ETF worth $2.58M as of Q2 2026.
Spire Wealth Management sold 1,849 AllianzIM U.S. Equity Buffer20 Dec ETF shares in Q2 2026, an estimated $64.8K.
AllianzIM U.S. Equity Buffer20 Dec ETF made up 0.08% of Spire Wealth Management's portfolio in Q2 2026, its #229 holding.
Spire Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q4 2024 and has held it in 7 quarters since.
Spire Wealth Management's AllianzIM U.S. Equity Buffer20 Dec ETF position peaked at $2.85M in Q4 2025.
85 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.