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Allianz Us Large Cap Buffer 20 shares owned by SMART Wealth

Quarter-by-quarter ownership of Allianz Us Large Cap Buffer 20 (DECW) shares owned by SMART Wealth from 13F filings

Historical chart of SMART Wealth investment in Allianz Us Large Cap Buffer 20

Tip: Access up to 7 years of quarterly data

All positions including Allianz Us Large Cap Buffer 20 held by SMART Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Allianz Us Large Cap Buffer 20 by SMART Wealth

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.7M 54k 31.60
2025-03-31 $1.6M 53k 29.95
2024-12-31 $1.8M 58k 30.42

More positions owned by SMART Wealth

NVIDIA Corporation (NVDA)
Tidal Trust Ii Nicholas Fixed (FIAX)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Innovator Etfs Trust Innovator Us Eq (EALT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Innovator Etfs Trust Nasdaq-100 10 Bu (QBUF)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DHDG)
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)

View all positions for SMART Wealth

Top funds holding Allianz Us Large Cap Buffer 20

AE Wealth Management
Commonwealth Equity Services
Lloyd Advisory Services
Advisor Group Holdings
FSR Wealth Management
Outlook Wealth Advisors
Authentikos Wealth Advisory
Access Financial Services
B.O.S.S. Retirement Advisors
American Asset Management
LPL Financial
Kestra Advisory Services
Raymond James Financial
Howard Bailey Securities
Cetera Investment Advisers

View all funds holding Allianz Us Large Cap Buffer 20