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 Q3	$1.34M	Sell	33,330 -2,610	-7%	-$104K	0.07%	199
2026 Q2	$1.41M	Sell	35,940 -987	-3%	-$37.8K	0.07%	196
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%	+$9.9M	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

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return

Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

Decker Retirement Planning Levi, Utah $302M AUM 70.25% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

WealthPlan Investment Management's DECT Position: Q3 2026 in Review

WealthPlan Investment Management reduced its AllianzIM U.S. Equity Buffer10 Dec ETF (DECT) stake by 7.3% in Q3 2026, selling an estimated $104K and leaving 33,330 shares worth $1.34M. The position accounts for 0.07% of the portfolio, ranked #199.

WealthPlan Investment Management first reported a position in DECT in Q4 2023 and has held it in 8 quarters since. The position peaked at $11.5M in Q3 2025. 10 funds tracked by Wall St. Rank hold DECT as of Q3 2026.

WealthPlan Investment Management held 33,330 shares of AllianzIM U.S. Equity Buffer10 Dec ETF worth $1.34M as of Q3 2026.
WealthPlan Investment Management sold 2,610 AllianzIM U.S. Equity Buffer10 Dec ETF shares in Q3 2026, an estimated $104K.
AllianzIM U.S. Equity Buffer10 Dec ETF made up 0.07% of WealthPlan Investment Management's portfolio in Q3 2026, its #199 holding.
WealthPlan Investment Management first reported a position in AllianzIM U.S. Equity Buffer10 Dec ETF in Q4 2023 and has held it in 8 quarters since.
WealthPlan Investment Management's AllianzIM U.S. Equity Buffer10 Dec ETF position peaked at $11.5M in Q3 2025.
10 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Dec ETF as of Q3 2026.

Based on WealthPlan Investment Management's 13F filing for Q3 2026, filed 15 Oct 2026.