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WealthPlan Investment Management’s AllianzIM U.S. Equity Buffer10 Dec ETF DECT Stock Holding History

WealthPlan Investment Management’s Portfolio DECT Stock Details DECT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.31M Sell
36,927
-5,526
-13% -$202K 0.07% 190
2025
Q4 		$1.56M Sell
42,453
-283,207
-87% -$10.2M 0.1% 163
2025
Q3 		$11.5M Buy
325,660
+288,034
+766% +$9.88M 0.77% 41
2025
Q2 		$1.26M Sell
37,626
-219,726
-85% -$6.92M 0.09% 167
2025
Q1 		$7.98M Buy
+257,352
New +$8.23M 0.79% 49
2024
Q1 		– Sell
-56,305
Closed -$1.61M – 187
2023
Q4 		$1.61M Buy
+56,305
New +$1.53M 0.26% 81

Other funds holding DECT

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $157M AUM 15.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

WealthPlan Investment Management's DECT Position: Q1 2026 in Review

WealthPlan Investment Management reduced its AllianzIM U.S. Equity Buffer10 Dec ETF (DECT) stake by 13% in Q1 2026, selling an estimated $202K and leaving 36,927 shares worth $1.31M. The position accounts for 0.07% of the portfolio, ranked #190.

WealthPlan Investment Management first reported a position in DECT in Q4 2023 and has held it in 6 quarters since. The position peaked at $11.5M in Q3 2025. 41 funds tracked by Wall St. Rank hold DECT as of Q1 2026.

  • WealthPlan Investment Management held 36,927 shares of AllianzIM U.S. Equity Buffer10 Dec ETF worth $1.31M as of Q1 2026.
  • WealthPlan Investment Management sold 5,526 AllianzIM U.S. Equity Buffer10 Dec ETF shares in Q1 2026, an estimated $202K.
  • AllianzIM U.S. Equity Buffer10 Dec ETF made up 0.07% of WealthPlan Investment Management's portfolio in Q1 2026, its #190 holding.
  • WealthPlan Investment Management first reported a position in AllianzIM U.S. Equity Buffer10 Dec ETF in Q4 2023 and has held it in 6 quarters since.
  • WealthPlan Investment Management's AllianzIM U.S. Equity Buffer10 Dec ETF position peaked at $11.5M in Q3 2025.
  • 41 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Dec ETF as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.