WealthPLAN Partners’s AllianzIM U.S. Equity Buffer20 Dec ETF DECW Stock Holding History

WealthPLAN Partners’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
2024 Q1	–	Sell	-31,424	Closed	-$891K	–	319
2023 Q4	$891K	Buy	31,424 +3,779	+14%	+$102K	0.09%	162
2023 Q3	$726K	Buy	27,645 +13,675	+98%	+$369K	0.08%	166
2023 Q2	$375K	Sell	13,970 -18,702	-57%	-$485K	0.05%	224
2023 Q1	$834K	Sell	32,672 -3,968	-11%	-$99.5K	0.09%	160
2022 Q4	$935K	Buy	+36,640	New	+$902K	0.07%	180

Other funds holding DECW

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

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

AWM

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Wealth Group Raleigh, North Carolina $107M AUM

WealthPLAN Partners's DECW Position: Q1 2024 in Review

WealthPLAN Partners sold out of AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) in Q1 2024, closing a stake of 31,424 shares — an estimated $891K sold.

WealthPLAN Partners first reported a position in DECW in Q4 2022 and held it in 5 quarters. The position peaked at $935K in Q4 2022. 41 funds tracked by Wall St. Rank hold DECW as of Q1 2024.

WealthPLAN Partners reported no remaining AllianzIM U.S. Equity Buffer20 Dec ETF position as of Q1 2024 after selling out during the quarter.
WealthPLAN Partners sold 31,424 AllianzIM U.S. Equity Buffer20 Dec ETF shares in Q1 2024, an estimated $891K.
WealthPLAN Partners first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q4 2022 and held it in 5 quarters.
WealthPLAN Partners's AllianzIM U.S. Equity Buffer20 Dec ETF position peaked at $935K in Q4 2022.
41 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q1 2024.

Based on WealthPLAN Partners's 13F filing for Q1 2024, filed 7 May 2024.