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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AFS

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

LAS

Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FWM

FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return

AWA

Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

BOSSRA

B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

AAM

American Asset Management Boca Raton, Florida $115M AUM 12.06% 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.