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Allianz Us Large Cap Buffer 20 shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment Management 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 WealthPlan Investment Management 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 WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $726k 28k 26.26
2023-06-30 $55k 2.0k 26.87
2023-03-31 $105k 4.1k 25.53
2022-12-31 $934k 37k 25.50

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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
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Casey's General Stores (CASY)
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Wal-Mart Stores (WMT)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for WealthPlan Investment Management

Top funds holding Allianz Us Large Cap Buffer 20

AE Wealth Management
Commonwealth Equity Services
Lloyd Advisory Services
Advisor Group Holdings
Outlook Wealth Advisors
Authentikos Wealth Advisory
Access Financial Services
B.O.S.S. Retirement Advisors
American Asset Management
FSR Wealth 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