WealthPLAN Partners’s AllianzIM U.S. Equity Buffer10 Dec ETF DECT Stock Holding History

WealthPLAN Partners’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 Q2	$562K	Sell	14,301 -3,606	-20%	-$138K	0.11%	152
2026 Q1	$637K	Sell	17,907 -9,460	-35%	-$346K	0.12%	140
2025 Q4	$1M	Sell	27,367 -52,398	-66%	-$1.89M	0.15%	129
2025 Q3	$2.83M	Buy	79,765 +73,255	+1,125%	+$2.51M	0.42%	75
2025 Q2	$217K	Sell	6,510 -113,652	-95%	-$3.58M	0.04%	246
2025 Q1	$3.73M	Buy	+120,162	New	+$3.85M	0.53%	64
2024 Q1	–	Sell	-52,295	Closed	-$1.5M	–	318
2023 Q4	$1.5M	Buy	+52,295	New	+$1.42M	0.15%	135

Other funds holding DECT

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return

FWM

FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Richmond Brothers Jackson, Michigan $192M AUM 23.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

WealthPLAN Partners's DECT Position: Q2 2026 in Review

WealthPLAN Partners reduced its AllianzIM U.S. Equity Buffer10 Dec ETF (DECT) stake by 20% in Q2 2026, selling an estimated $138K and leaving 14,301 shares worth $562K. The position accounts for 0.11% of the portfolio, ranked #152.

WealthPLAN Partners first reported a position in DECT in Q4 2023 and has held it in 7 quarters since. The position peaked at $3.73M in Q1 2025. 48 funds tracked by Wall St. Rank hold DECT as of Q2 2026.

WealthPLAN Partners held 14,301 shares of AllianzIM U.S. Equity Buffer10 Dec ETF worth $562K as of Q2 2026.
WealthPLAN Partners sold 3,606 AllianzIM U.S. Equity Buffer10 Dec ETF shares in Q2 2026, an estimated $138K.
AllianzIM U.S. Equity Buffer10 Dec ETF made up 0.11% of WealthPLAN Partners's portfolio in Q2 2026, its #152 holding.
WealthPLAN Partners first reported a position in AllianzIM U.S. Equity Buffer10 Dec ETF in Q4 2023 and has held it in 7 quarters since.
WealthPLAN Partners's AllianzIM U.S. Equity Buffer10 Dec ETF position peaked at $3.73M in Q1 2025.
48 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Dec ETF as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.