Advus Financial Partners, LLC’s AllianzIM U.S. Equity Buffer20 Dec ETF DECW Stock Holding History

Advus Financial Partners, LLC’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
2026 Q2	$405K	Hold	11,355	–	–	0.09%	154
2026 Q1	$379K	Buy	11,355 +904	+9%	+$30.7K	0.1%	152
2025 Q4	$355K	Hold	10,451	–	–	0.09%	166
2025 Q3	$345K	Sell	10,451 -5,350	-34%	-$173K	0.08%	177
2025 Q2	$499K	Sell	15,801 -3,397	-18%	-$103K	0.13%	116
2025 Q1	$575K	Sell	19,198 -324	-2%	-$9.89K	0.16%	98
2024 Q4	$594K	Buy	19,522 +2,227	+13%	+$68K	0.17%	89
2024 Q3	$524K	Buy	17,295 +227	+1%	+$6.79K	0.15%	97
2024 Q2	$507K	Buy	17,068 +46	+0.3%	+$1.34K	0.15%	95
2024 Q1	$494K	Buy	17,022 +585	+4%	+$16.7K	0.15%	95
2023 Q4	$466K	Buy	+16,437	New	+$445K	0.16%	89

Other funds holding DECW

AWM

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

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

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

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

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

PIS

POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return

AAM

American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Advus Financial Partners, LLC's DECW Position: Q2 2026 in Review

Advus Financial Partners, LLC held its AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) position steady in Q2 2026 at 11,355 shares worth $405K. The position accounts for 0.09% of the portfolio, ranked #154.

Advus Financial Partners, LLC first reported a position in DECW in Q4 2023 and has held it in 11 quarters since. The position peaked at $594K in Q4 2024. 85 funds tracked by Wall St. Rank hold DECW as of Q2 2026.

Advus Financial Partners, LLC held 11,355 shares of AllianzIM U.S. Equity Buffer20 Dec ETF worth $405K as of Q2 2026.
Advus Financial Partners, LLC left its AllianzIM U.S. Equity Buffer20 Dec ETF share count unchanged in Q2 2026.
AllianzIM U.S. Equity Buffer20 Dec ETF made up 0.09% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #154 holding.
Advus Financial Partners, LLC first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q4 2023 and has held it in 11 quarters since.
Advus Financial Partners, LLC's AllianzIM U.S. Equity Buffer20 Dec ETF position peaked at $594K in Q4 2024.
85 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.