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COMPASS FINANCIAL MANAGEMENT LLC’s AllianzIM U.S. Equity Buffer20 Dec ETF DECW Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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 		$225K Buy
+6,253
New +$219K 0.03% 402

Other funds holding DECW

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
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
A
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's DECW Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) in Q2 2026: 6,253 shares worth $225K. The stake represents 0.03% of the portfolio and ranks #402 among its holdings.

70 funds tracked by Wall St. Rank hold DECW as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 6,253 shares of AllianzIM U.S. Equity Buffer20 Dec ETF worth $225K as of Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Dec ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Dec ETF made up 0.03% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #402 holding.
  • 70 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.