Consolidated Portfolio Review Corp’s AllianzIM U.S. Equity Buffer20 Dec ETF DECW Stock Holding History

Consolidated Portfolio Review Corp’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
2025 Q4	–	Sell	-17,528	Closed	-$578K	–	123
2025 Q3	$578K	Sell	17,528 -2,429	-12%	-$78.3K	0.07%	247
2025 Q2	$631K	Buy	19,957 +7,067	+55%	+$214K	0.09%	222
2025 Q1	$386K	Hold	12,890	–	–	0.06%	261
2024 Q4	$392K	Buy	+12,890	New	+$394K	0.06%	256

Other funds holding DECW

AWM

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AFS

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

AWA

Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 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 $324B AUM 22.36% 1-Year Est. Return

KAS

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

Consolidated Portfolio Review Corp's DECW Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) in Q4 2025, closing a stake of 17,528 shares — an estimated $578K sold.

Consolidated Portfolio Review Corp first reported a position in DECW in Q4 2024 and held it in 4 quarters. The position peaked at $631K in Q2 2025. 74 funds tracked by Wall St. Rank hold DECW as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining AllianzIM U.S. Equity Buffer20 Dec ETF position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 17,528 AllianzIM U.S. Equity Buffer20 Dec ETF shares in Q4 2025, an estimated $578K.
Consolidated Portfolio Review Corp first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q4 2024 and held it in 4 quarters.
Consolidated Portfolio Review Corp's AllianzIM U.S. Equity Buffer20 Dec ETF position peaked at $631K in Q2 2025.
74 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.