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

Wealth Group’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
2025
Q2 		– Sell
-26,725
Closed -$800K – 112
2025
Q1 		$800K Buy
26,725
+1,296
+5% +$39.6K 0.52% 45
2024
Q4 		$774K Sell
25,429
-3,473
-12% -$106K 0.5% 47
2024
Q3 		$876K Hold
28,902
– – 0.59% 44
2024
Q2 		$858K Sell
28,902
-30
-0.1% -$876 0.62% 42
2024
Q1 		$840K Buy
+28,932
New +$826K 0.63% 42

Other funds holding DECW

AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Access Financial Services
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
Lloyd Advisory Services
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FSR Wealth Management
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
Authentikos Wealth Advisory
Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return
B.O.S.S. Retirement Advisors
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
Outlook Wealth Advisors
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
American Asset Management
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

Wealth Group's DECW Position: Q2 2025 in Review

Wealth Group sold out of AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) in Q2 2025, closing a stake of 26,725 shares — an estimated $800K sold.

Wealth Group first reported a position in DECW in Q1 2024 and held it in 5 quarters. The position peaked at $876K in Q3 2024. 74 funds tracked by Wall St. Rank hold DECW as of Q2 2025.

  • Wealth Group reported no remaining AllianzIM U.S. Equity Buffer20 Dec ETF position as of Q2 2025 after selling out during the quarter.
  • Wealth Group sold 26,725 AllianzIM U.S. Equity Buffer20 Dec ETF shares in Q2 2025, an estimated $800K.
  • Wealth Group first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q1 2024 and held it in 5 quarters.
  • Wealth Group's AllianzIM U.S. Equity Buffer20 Dec ETF position peaked at $876K in Q3 2024.
  • 74 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q2 2025.

Based on Wealth Group's 13F filing for Q2 2025, filed 19 Aug 2025.