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WealthPlan Investment Management’s AllianzIM U.S. Equity Buffer20 Dec ETF DECW Stock Holding History

WealthPlan Investment 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
2023
Q3 		– Sell
-2,047
Closed -$55K – 204
2023
Q2 		$55K Sell
2,047
-2,063
-50% -$53.5K 0.02% 194
2023
Q1 		$105K Sell
4,110
-32,530
-89% -$816K 0.02% 195
2022
Q4 		$934K Buy
+36,640
New +$902K 0.07% 180

Other funds holding DECW

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WealthPlan Investment Management's DECW Position: Q3 2023 in Review

WealthPlan Investment Management sold out of AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) in Q3 2023, closing a stake of 2,047 shares — an estimated $55K sold.

WealthPlan Investment Management first reported a position in DECW in Q4 2022 and held it in 3 quarters. The position peaked at $934K in Q4 2022. 28 funds tracked by Wall St. Rank hold DECW as of Q3 2023.

  • WealthPlan Investment Management reported no remaining AllianzIM U.S. Equity Buffer20 Dec ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 2,047 AllianzIM U.S. Equity Buffer20 Dec ETF shares in Q3 2023, an estimated $55K.
  • WealthPlan Investment Management first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q4 2022 and held it in 3 quarters.
  • WealthPlan Investment Management's AllianzIM U.S. Equity Buffer20 Dec ETF position peaked at $934K in Q4 2022.
  • 28 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.